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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-24-2007
- Office Locations
- 2
Office Locations
About SFE Investment Counsel Inc.
SFE Investment Counsel Inc. is a Los Angeles-based RIA providing personalized wealth management for individuals, families, businesses, and nonprofits, including socially responsible investing portfolios. The firm also advises other financial advisory firms and primarily implements client portfolios using ETFs and other public funds, with Schwab as a key custodian.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JON MICHAEL KMETT
Chief Financial Officer, DIRECTOR, President
- CRD
- #1918840
- Ownership
- 25% but less than 50%
JAMES THOMAS MOYLAN
Co-Chief Investment Officer, Vice President
- CRD
- #5292132
- Ownership
- 25% but less than 50%
Showing 2 of 7 owners & executives
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Peter Nicholas Scholl Bohlen
--
- CRD
- #8211984
Charles Eustis Bohlen III
--
- CRD
- #8211972
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $728,265,005 | $839,015 |
| Non-Discretionary | $20,087,374 | $590,805 |
| Total | $748,352,379 | $829,659 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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