Sachem Investment Counsel LLC (Henderson)

Sachem Investment Counsel LLC is a mid-sized advisory firm based in Henderson. It manages $87.93 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Nevada and Ohio.

Sachem Investment Counsel provides portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sachem Investment Counsel: assets under management

The assets under management (AUM) of Sachem Investment Counsel LLC is $87.93 million. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $74.28 million in discretionary accounts and $13.64 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.38 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.82 million.

Investments

The firm invests in exchange traded securities the most. They account for 78% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 22% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sachem Investment Counsel LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Sachem Investment Counsel serves?

The only and largest group of clients of Sachem Investment Counsel is individuals with 8 clients and $9.39 million of assets under management. Among the 2 most similar advisory firms, Sachem Investment Counsel has the lowest percentage of individuals out of all clients.

The amount of regulatory assets under management is $9.39 million for 8 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Sachem Investment Counsel doesn't advise any private funds.

Careers at Sachem Investment Counsel LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Byron William Anderson	Ceo/cco	1 Dec 2013	75% - 100%	844857

Based in Henderson

The principal office where Sachem Investment Counsel LLC performs its advisory services is located at 8 Rue Grimaldi Way, Henderson, NV 89011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (440) 725-2807. The normal business hours are 0700-1700 on Monday - Friday.