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Sterling Investment Counsel, LLC

● SEC registered since 2016CRD 282624SEC# 801-107624Buffalo, NY
Export (members)
Reg. AUM
$1.03B
Employees
9
Accounts
2,253
Location
Buffalo, NY

Sterling Investment Counsel, LLC assets under management

Sterling Investment Counsel, LLC is an SEC-registered investment adviser based in Buffalo, NY. The firm has been registered since 2016. It reports $1 billion in regulatory assets under management and employs 9 people.

Sterling Investment Counsel, LLC owners & executives

7 reported
NameTitleOwnershipSince
Christopher Michael Marks ControlChief Compliance OfficerUnder 5%2016
Cynthia Eileen Vance ControlChief Executive OfficerUnder 5%2016
Mark George LarussaChief Operating OfficerUnder 5%2019
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Frequently asked questions

How much does Sterling Investment Counsel, LLC manage?

Sterling Investment Counsel, LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Sterling Investment Counsel, LLC have?

Sterling Investment Counsel, LLC reports 9 employees.

Where is Sterling Investment Counsel, LLC located?

Sterling Investment Counsel, LLC is based in Buffalo, NY and has been SEC-registered since 2016.

Does Sterling Investment Counsel, LLC disclose fund performance?

Sterling Investment Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address360 Delaware Avenue, Suite 400, Buffalo, NY 14202
Phone(716) 783-7054
Fax(716) 783 - 7068
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.03B▲ 57%
Feb '25 — $656.8MMar '25 — $819.3MApr '25 — $819.3MMay '25 — $819.3MJun '25 — $819.3MJul '25 — $819.3MAug '25 — $819.3MSep '25 — $819.3MOct '25 — $819.3MNov '25 — $819.3MDec '25 — $819.3MJan '26 — $819.3MFeb '26 — $819.3MMar '26 — $1.03BApr '26 — $1.03BMay '26 — $1.03BJun '26 — $1.03B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$1.03Bregulatory AUM
Discretionary $1.03BNon-discretionary $6.3M