Sachem Investment Counsel provides portfolio management for individuals and small businesses.
Sachem Investment Counsel reports 11 clients. They include 11 individuals. Of its assets, 93.3% ($216M across 19 accounts) are managed with discretion; $15.4M across 2 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 11% |
| High-net-worth individuals | Fewer than 5 | 73% |
| Pension and profit-sharing plans | Fewer than 5 | 7% |
| Charitable organizations | Fewer than 5 | 8% |
| Corporations and other businesses | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 11 | $24.6M | 10.6% | $2.24M |
| High-net-worth individuals | Fewer than 5 | $169M | 73.0% | — |
| Pension and profit-sharing plans | Fewer than 5 | $15.4M | 6.7% | — |
| Charitable organizations | Fewer than 5 | $18.4M | 7.9% | — |
| Corporations and other businesses | Fewer than 5 | $3.99M | 1.7% | — |
| Total | 11 | $231M | 100% | — |
- Clients
- 11
- Regulatory AUM
- $24.6M
- AUM share
- 10.6%
- Avg. per client
- $2.24M
- Clients
- Fewer than 5
- Regulatory AUM
- $169M
- AUM share
- 73.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $15.4M
- AUM share
- 6.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $18.4M
- AUM share
- 7.9%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $3.99M
- AUM share
- 1.7%
- Avg. per client
- —
Total
- Clients
- 11
- Regulatory AUM
- $231M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Sachem Investment Counsel charges 1.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Fee details and sources
Byron Anderson owns 75% or more of Sachem Investment Counsel. It has 1 employee.
Leadership
- Byron AndersonCEO/CCO
Staff
- 1 employee
- 1 in advisory functions
- Owns 75% or more of Sachem Investment Counsel LLC
Byron Anderson
Control person · since December 2013
Sachem Investment Counsel’s regulatory assets grew 1.8× from $130M (July 2021) to $231M (March 2026); clients rose from 7 to 11 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $231M | 11 | 1 | 1 |
| May 2025 | $207M | 12 | 1 | 1 |
| March 2024 | $165M | 12 | 1 | 1 |
| March 2023 | $132M | 20 | 1 | 1 |
| March 2022 | $159M | 0 | 1 | 1 |
| July 2021 | $130M | 7 | 1 | 1 |
Besides its headquarters, Sachem Investment Counsel has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Sachem Investment Counsel LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 440-725-2807
- SEC file
- 801-79090
- Structure
- Nevada LLC
- Fiscal year end
- December
Sachem Investment Counsel uses UBS Securities ($214M, 59%), UBS ($118M, 33%) and Fidelity ($15.4M, 4%), among others, as custodians for its separately managed accounts. Sachem Investment Counsel does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- UBSUBS · Cleveland, OH · $118M33%
- FidelityFidelity Investments · Boston, MA · $13.1M4%
- FidelityFidelity Brokerage Services LLC · Boston, MA · $15.4M4%
- UBS SecuritiesUBS Securities LLC · New York, NY · $214M59%
At year end, Sachem Investment Counsel’s separately managed accounts were mostly in stocks (89%).
What the accounts hold
- Stocks89%
- Bonds8%
- Cash3%
How many clients does Sachem Investment Counsel have?
Sachem Investment Counsel has 11 clients and manages $231 million for them, as of March 2026. They include 11 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Sachem Investment Counsel offer?
Sachem Investment Counsel provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sachem Investment Counsel charge?
Sachem Investment Counsel charges 1.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Which custodians does Sachem Investment Counsel use?
Sachem Investment Counsel’s separately managed account assets are held at UBS Securities LLC (New York, NY), with $214M, UBS (Cleveland, OH), with $118M, Fidelity Brokerage Services LLC (Boston, MA), with $15.4M and Fidelity Investments (Boston, MA), with $13.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Sachem Investment Counsel have?
Sachem Investment Counsel has 0 investment adviser representatives registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sachem Investment Counsel invest in?
At the end of its last fiscal year, Sachem Investment Counsel’s separately managed accounts held 89% exchange-traded equities, 8% U.S. government and agency bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sachem Investment Counsel?
Sachem Investment Counsel’s direct owner is Byron Anderson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Sachem Investment Counsel get paid?
Sachem Investment Counsel is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sachem Investment Counsel?
Its phone number is 440-725-2807.