Sterling Investment Counsel, LLC
Firm details
- Headquarters
- Buffalo, New York
- CRD number
- 282624
- Registered since
- April 6, 2016
- Website
- www.sterinv.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.78%
- Individuals15.68%
- Pension & Profit Sharing Plans3.52%
- Corporations / Businesses1.47%
- Charitable Organizations0.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sterling Investment Counsel, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2016. The firm serves individual and family clients as well as institutional investors, charging advisory fees as a percentage of assets under management. Its client-facing activities emphasize financial planning and portfolio management for individuals and small businesses. Sterling does not list active ESG investing as part of its profile and is not positioned as a multi-state or pension consultant adviser. The firm was named to the Financial Times’ Top 300 RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Exchange Traded Equities16%
- Cash & Cash Equivalents9%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1Mark Larussa
Chief Operating OfficerCRD 5209589
Contacts
3 of 5
Chelsea Blasch
Financial AdvisorCRD 6021182
John Langer
Retired PartnerCRD 3221100
Phillip Vance
Financial AdvisorCRD 2363797
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$300M in ETFs
63%
$190M
32%
$110M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $39.6M | 287,866 | 13.19% |
Location
Buffalo, NY
Erie
Location
Buffalo, NY
Headquartered in Buffalo, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- Erie
- Address
- 360 Delaware Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Sanderson Wealth Management, LLC
RIABuffalo, NY
Lawley Retirement Advisors
RIABuffalo, NY
Sandhill Investment Management
RIABuffalo, NY
Note Advisors, LLC
RIABuffalo, NY
Hudson Capital Advisory, Inc.
RIABuffalo, NY
Hudson Advisor Services, Inc.
RIABuffalo, NY