{"url":"https://nivawealth.com/firms/sachem-investment-counsel-169332","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/169332","regulatoryAum":231072748,"crd":"169332","history":[{"filedOn":"2021-07-30","regulatoryAum":130018263,"clients":7,"employees":1,"offices":1},{"filedOn":"2022-03-28","regulatoryAum":159105969,"clients":0,"employees":1,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":132493725,"clients":20,"employees":1,"offices":1},{"filedOn":"2024-03-29","regulatoryAum":164693923,"clients":12,"employees":1,"offices":1},{"filedOn":"2025-05-02","regulatoryAum":207162613,"clients":12,"employees":1,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":231072748,"clients":11,"employees":1,"offices":1}],"secFileNumber":"801-79090","legalName":"Sachem Investment Counsel LLC","displayName":"Sachem Investment Counsel","slug":"sachem-investment-counsel-169332","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth 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LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=218538","versionId":218538,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"UBS","shortName":"UBS","location":"Cleveland, OH","smaAssets":118309342},{"name":"Fidelity Investments","shortName":"Fidelity","location":"Boston, MA","smaAssets":13141675},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":15380950},{"name":"UBS Securities LLC","shortName":"UBS Securities","location":"New York, NY","smaAssets":213915191}],"custodyNote":"Sachem Investment Counsel does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Byron Anderson","title":"CEO/CCO","crd":"844857"}],"ownership":[{"label":"Byron Anderson","detail":"Ceo/cco in the 75% or more ownership band and a control person, since December 2013."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"440-725-2807","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":89},{"label":"U.S. government/agency bonds","percent":8},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/169332/PDF/169332.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=218538","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Sachem Investment Counsel have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sachem Investment Counsel offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Sachem Investment Counsel charge?","answer":"Sachem Investment Counsel charges 1.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.","source":"SACHEM INVESTMENT COUNSEL LLC, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sachem Investment Counsel use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sachem Investment Counsel have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sachem Investment Counsel invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sachem Investment Counsel?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sachem Investment Counsel get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Sachem Investment Counsel?","answer":"Its phone number is 440-725-2807.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}