# Sigma Investment Counselors

> 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.

- CRD: 104754
- Filed as: SIGMA INVESTMENT COUNSELORS
- Legal name: Sigma Investment Counselors, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Northville, MI
- Filing period: October 2026
- Form ADV filing dated: April 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104754
- AdvisorCensus page: https://advisorcensus.com/firm/sigma-investment-counselors-northville-mi-104754

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated January 28, 2026)

- 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

> 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

> Minimum fee of $10,000 annually

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services 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: $2,170,659,010
- Discretionary: $2,170,659,010
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 261 | $136,838,204 |
| High net worth individuals | 514 | $2,033,820,806 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1973 (52 years)
- Employees: 20 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, MI, NC, NH, NJ, NY, OH, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Lake Mary, FL
- Pepper Pike, OH

### Websites listed on Form ADV (Item 1.I)
- [sigmainvestments.com](https://sigmainvestments.com)
- LinkedIn @SIGMA-INVESTMENT-COUNSELORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,431,346,806 | 16 | June 2, 2021 |
| October 2022 | $1,669,433,210 | 18 | June 28, 2022 |
| October 2023 | $1,482,415,000 | 19 | September 11, 2023 |
| October 2024 | $1,698,618,088 | 18 | January 30, 2024 |
| October 2025 | $1,947,427,221 | 20 | January 29, 2025 |
| October 2026 | $2,170,659,010 | 20 | April 8, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sigma Investment Counselors (CRD 104754): Form ADV filing data as of October 2026.