|
⚲
|
| Keyboard |
| Sachem Investment Counsel LLC
✚
|
|
|---|---|
| CRD # | 169332 |
| SEC # | 801-79090 |
| CIK # | |
| AUM | 231.1 M (2026-03-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 440-725-2807 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 24.6 |
| (b) Individuals (high net worth individuals) | 0 | 168.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 15.4 |
| (h) Charitable organizations | 0 | 18.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 21 | 231.1 |
| By Discretionary | ||
| Discretionary | 19 | 215.7 |
| Non-Discretionary | 2 | 15.4 |
| Total | 21 | 231.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.1 | |
| Total | 21 | 231.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Conway Capital Management Inc
✚
|
CA | 231.9 M |
|
Loudon Investment Management LLC
✚
|
NH | 231.8 M |
|
Heisten Wrenn Private Wealth LLC
✚
|
AK | 231.8 M |
|
Yardley Wealth Management LLC
✚
|
PA | 231.6 M |
|
Financial Concepts Unlimited Inc
✚
|
231.4 M | |
|
BXM Wealth LLC
✚
|
CO | 231.3 M |
|
Wharton Midmarket Investment Advisors Inc
✚
|
CT | 231.1 M |
|
Draper Asset Management LLC
✚
|
NY | 231.0 M |
|
Disciplined Portfolio Solutions LLC
✚
|
230.7 M | |
|
Redwood Investment Group Inc
✚
|
CA | 230.3 M |