Sigma Investment Counselors, Inc.
- Regulatory AUM
- $2.2B
- Discretionary
- $2.2B
- Clients
- 775
- Avg AUM / client
- $2.8M
- Accounts
- 2,837
- Employees
- 20
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 261 | $137M | 6.3% |
| High net worth individuals | 514 | $2.0B | 93.7% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Michael Bilkie | Chief Executive Officer And Shareholder | CFA | Dec 1986 (40y) | 50% – 75% |
| Denise Margolis Farkas | Chief Investment Officer And Shareholder | CFA | Feb 2007 (20y) | 10% – 25% |
| Marisa Anne Bradbury | Wealth Advisor And Shareholder | CFP CFA | Apr 2010 (16y) | Less than 5% |
| Christopher William Frayne | Director Of Wealth Planning And Shareholder | CFP CFA | Oct 2010 (16y) | 5% – 10% |
| Wenma Gorman | Wealth Advisor And Shareholder | CFP CFA | Jun 2012 (14y) | Less than 5% |
| Bilkie, Shari, Ann | Chief Compliance Officer And President | Jul 2017 (9y) | 5% – 10% | |
| Amanda Elizabeth Lehnert | Director Of Strategic Planning And Shareholder | CFP | Jun 2018 (8y) | Less than 5% |
| Paul Warholak Jr | Registered representative | Jan 2019 (8y) | ||
| Eric Edward Larson | Registered representative | Feb 2021 (6y) | ||
| Dominic Frank Norko | Registered representative | CFP | Mar 2024 (2y) | |
| Genadi Slavov Slavov | Registered representative | CFA | May 2024 (2y) | |
| Michael James Mullenax | Registered representative | CFP | May 2024 (2y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/08/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (54% of AUM) Apr 2026
- Fidelity Brokerage Services $984M (45% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 08, 2026.
View current Form ADV (SEC/IAPD) ↗