AdvisorCensus / Financial advisors / Michigan / Detroit / Sigma Investment Counselors
Sigma Investment Counselors
Filed as SIGMA INVESTMENT COUNSELORS · Legal name Sigma Investment Counselors, Inc.
Sigma Investment Counselors is an SEC-registered investment advisory firm in Northville, MI, registered since 1973, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 8, 2026.
Quick answers
From the filingHow is Sigma Investment Counselors compensated?
On its Form ADV (Item 5.E, October 2026), Sigma Investment Counselors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Sigma Investment Counselors charge?
Its Form ADV Part 2A brochure dated January 28, 2026 states: Up to $2,000,000: 1% a year; $2,000,000 to $5,000,000: 0.6% a year; Above $5,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Sigma Investment Counselors located?
Sigma Investment Counselors' principal office is in Northville, MI, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Sigma Investment Counselors registered with the SEC or a state?
Sigma Investment Counselors is an SEC-registered investment advisory firm, registered since 1973. Status as filed: Approved. CRD 104754.
How much does Sigma Investment Counselors manage?
Sigma Investment Counselors reports $2,170,659,010 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (100% discretionary).
How have Sigma Investment Counselors' assets and staff changed since 2021?
In the Form ADV data for Sigma Investment Counselors: Regulatory assets under management: $1,431,346,806 in the October 2021 data and $2,170,659,010 in the October 2026 data, up 52%. Total employees: 16 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Sigma Investment Counselors serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (514); individuals (other than high net worth individuals) (261).
Which custodians does Sigma Investment Counselors use?
Sigma Investment Counselors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Sigma Investment Counselors 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/104754
What changed in Sigma Investment Counselors' recent Form ADV filings?
In the May 2026 filing data: Registered or notice-filed in NJ.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1% |
| $2,000,000 to $5,000,000 | 0.6% |
| Above $5,000,000 | 0.5% |
The brochure's wording
Minimum fee of $10,000 annually 1% per annum of the first $2,000,000 of market value .60% per annum of the next $3,000,000 of market value .50% per annum above $5,000,000 of market value
Minimum annual fee: $10,000
The brochure's wording
Minimum fee of $10,000 annually
As stated in the firm's Form ADV Part 2A brochure dated January 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$2,170,659,010 as of October 2026, filing dated April 8, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Sigma Investment Counselors, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1973 (52 years)
- Employees
- Total: 20. Performing investment advisory functions: 10.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the May 2026 filing
- States registered or notice-filed
-
15 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,170,659,010 | 20 | April 8, 2026 |
| October 2025 | $1,947,427,221 | 20 | January 29, 2025 |
| October 2024 | $1,698,618,088 | 18 | January 30, 2024 |
| October 2023 | $1,482,415,000 | 19 | September 11, 2023 |
| October 2022 | $1,669,433,210 | 18 | June 28, 2022 |
| October 2021 | $1,431,346,806 | 16 | June 2, 2021 |
Regulatory assets under management: $1,431,346,806 in the October 2021 data and $2,170,659,010 in the October 2026 data, up 52%.
Total employees: 16 in October 2021 and 20 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- Registered or notice-filed in NJ.
- February 2026
- Regulatory assets under management went from $1,947,427,221 to $2,170,659,010 (+11%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Sigma Investment Counselors (CRD 104754): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/sigma-investment-counselors-northville-mi-104754