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SFE INVESTMENT COUNSEL INC.
CRD 145530File 801-68580
APPROVED
Retail clients
Custody
Filing as of Dec 3, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$748.4M
Above cohort median (national)
Discretionary AUM
$728.3M
Non-discretionary $20.1M
Clients
892
902 accounts
Employees
14
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 24, 2007
- Principal office
- 801 S. FIGUEROA STREET, SUITE 610, LOS ANGELES, CA, 90017
- Phone
- 213-612-0220
- Website
- HTTP://WWW.SFEIC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $748.4M
- Discretionary AUM
- $728.3M
- Non-discretionary AUM
- $20.1M
- Discretionary accounts
- 868
- Non-discretionary accounts
- 34
- Total accounts
- 902
- AUM per client
- $839K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $9.1M |
| Charitable organizations | 12 | $70.5M |
| High net worth individuals | 193 | $465.7M |
| Individuals (other than high net worth individuals) | 684 | $196.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 894 | 892 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.