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| Sterling Investment Counsel LLC
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|---|---|
| CRD # | 282624 |
| SEC # | 801-107624 |
| CIK # | 0001925853 |
| AUM | 1,034.3 M (2026-05-14) |
| Employees | 9 (89% Investors, 44% Brokers) |
| Phone | 716-783-7054 |
| Address | 360 Delaware Avenue Buffalo, NY 14202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.1 | ||
| Alphabet Inc | 11.5 | ||
| Nvidia Corp | 9.6 | ||
| Amazon Com Inc | 7.3 | ||
| Microsoft Corp | 6.7 | ||
| J P Morgan Chase & Co | 4.8 | ||
| Palo Alto Networks Inc | 4.5 | ||
| Facebook Inc | 4.4 | ||
| Wal Mart Stores Inc | 4.0 | ||
| Visa Inc | 3.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 546 | 162.1 |
| (b) Individuals (high net worth individuals) | 307 | 814.8 |
| (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 | 25 | 36.4 |
| (h) Charitable organizations | 3 | 5.7 |
| (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 | 7 | 15.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,253 | 1,034.3 |
| By Discretionary | ||
| Discretionary | 2,238 | 1,028.0 |
| Non-Discretionary | 15 | 6.3 |
| Total | 2,253 | 1,034.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,034.3 | |
| Total | 2,253 | 1,034.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001925853] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 18 |
| Serves | Retail |
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|---|---|---|
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