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- Custodian
- Assetmark · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-06-2016
- Office Locations
- 1
Office Locations
About Sterling Investment Counsel, LLC
Sterling Investment Counsel, LLC is an SEC-registered RIA based in Buffalo, NY providing investment management and portfolio construction for retail and institutional clients. The team emphasizes strategic asset allocation, diversification, and ongoing research/monitoring across stocks, bonds, mutual funds, cash and select alternatives to align portfolios with client goals and risk tolerance, with custody support including Fidelity/NFS and LPL.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PHILLIP KENNETH VANCE
Founding Partner
- CRD
- #2363797
- Ownership
- 25% but less than 50%
MARK GEORGE LARUSSA
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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CHELSEA LYNN BLASCH
--
- CRD
- #6021182
JOHN LAWRENCE LANGER
Chief Operating Officer
- CRD
- #3221100
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,027,990,391 | $459,334 |
| Non-Discretionary | $6,292,050 | $419,470 |
| Total | $1,034,282,441 | $459,069 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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