LOS ANGELES, CACRD 145530Latest ADV December 3, 2025
Sfe Investment Counsel Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated December 3, 2025, reports $748M in regulatory assets under management, 14 employees, and 902 accounts.
Assets Under Management
$748M
Employees
14
Offices
--
Total Clients
894
Primary office
LOS ANGELES, CA
801 S. FIGUEROA STREET, SUITE 610, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.5% of total clients.
Top client categories% of clientsClients
1
Individuals
76.5%
684
2
HNWI
21.6%
193
3
Charitable
1.3%
12
4
Corporations
0.3%
3
5
LP'S
0.2%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$748Mas of December 3, 2025
Discretionary97.3%
$728M
97% of total RAUM97.3%
Non-discretionary2.7%
$20M
3% of total RAUM2.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$748M
Total Accounts902
10Y AUM Change+$454M (+154.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee64:1
10Y Employee Change+5 (+55.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.