Sterling Investment Counsel, LLC

Buffalo, New York
Registered with the U.S. Securities and Exchange Commission · CRD #282624 · Form ADV last filed May 14, 2026

SEC-registered Charges on assets No commissions Financial planning No disclosures

Visit firm website Official SEC record

Assets under management

$1.0B

Larger than 82.6% of U.S. firms

Clients

888

2,253 accounts

Average per client

$1.2M

Assets divided by clients

Staff

8 give advice

Assets per employee

$114.9M

A rough capacity measure

Who they work with

Individuals 546 High net worth 307

More than 500 of its clients receive financial planning services.

How they get paid

Sterling Investment Counsel, LLC reports charging a percentage of the assets they manage for you.

It does not report earning commissions on product sales.

Financial planningYes

Portfolio management for individualsYes

Disclosure history

Sterling Investment Counsel, LLC reported no disciplinary disclosures on Item 11 of its latest Form ADV. That covers the firm and its associated people at the time of filing; verify the current position on the official SEC record.

Firm details

Legal nameSterling Investment Counsel, LLC

CRD number282624

Organised asLimited Liability Company

Registration statusApproved

Main office360 Delaware Avenue Suite 400

Phone(716) 783-7054

Custody of client assetsYes

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Every figure on this page is taken from Sterling Investment Counsel, LLC’s own Form ADV Part 1 filing with the SEC, last filed May 14, 2026. Retirely does not verify these figures and is not affiliated with this firm. Nothing here is advice or a recommendation to hire or avoid any adviser. Confirm the current record at adviserinfo.sec.gov.

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