# Sachem Investment Counsel LLC

> Sachem Investment Counsel LLC is an SEC-registered investment advisory firm, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 169332
- Filed as: SACHEM INVESTMENT COUNSEL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169332
- AdvisorCensus page: https://advisorcensus.com/firm/sachem-investment-counsel-llc-169332

## Quick answers

**How is Sachem Investment Counsel LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sachem Investment Counsel LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Sachem Investment Counsel LLC registered with the SEC or a state?**
Sachem Investment Counsel LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 169332.

**How much does Sachem Investment Counsel LLC manage?**
Sachem Investment Counsel LLC reports $231,072,748 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (93% discretionary).

**How have Sachem Investment Counsel LLC's assets and staff changed since 2021?**
In the Form ADV data for Sachem Investment Counsel LLC: Regulatory assets under management: $130,018,263 in the October 2021 data and $231,072,748 in the October 2026 data, up 78%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sachem Investment Counsel LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11).

**Which custodians does Sachem Investment Counsel LLC use?**
Sachem Investment Counsel LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC, FMR Corporation, UBS and UBS Securities LLC as custodians holding 10% or more of its separately managed account assets.

**Does Sachem Investment Counsel LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169332

**What changed in Sachem Investment Counsel LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $207,162,613 to $231,072,748 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- FMR Corporation
- UBS
- UBS Securities LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $231,072,748
- Discretionary: $215,691,798
- Non-discretionary: $15,380,950

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $24,599,847 |
| High net worth individuals | Fewer than 5 | $168,746,772 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $15,380,950 |
| Charitable organizations | Fewer than 5 | $18,359,158 |
| Corporations or other businesses not listed above | Fewer than 5 | $3,986,021 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $130,018,263 | 1 | July 30, 2021 |
| October 2022 | $159,105,969 | 1 | March 28, 2022 |
| October 2023 | $132,493,725 | 1 | March 31, 2023 |
| October 2024 | $164,693,923 | 1 | March 29, 2024 |
| October 2025 | $207,162,613 | 1 | May 2, 2025 |
| October 2026 | $231,072,748 | 1 | March 30, 2026 |

Regulatory assets under management: $130,018,263 in the October 2021 data and $231,072,748 in the October 2026 data, up 78%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $207,162,613 to $231,072,748 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sachem Investment Counsel LLC (CRD 169332): Form ADV filing data as of October 2026.