Est. Revenue
$21.7M
@ 1% on AUM
Est. EBITDA
$6.5M
@ 30% margin
Est. Deal Value
$52.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
SIGMA INVESTMENT COUNSELORS, INC.
DBA names
Sigma Investment Counselors
Economics
AUM trajectory
'20'26
$960.7M → $2.17B▲ +126%
Client mix
| Individuals High Net Worth | 514 |
| Individuals Other | 261 |
Operations
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
8 advisors → 10 advisors▲ +25%
Primary office
NORTHVILLE MI
Custodian & Brokerage
Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Filings
Latest ADV filing
04/08/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
BILKIE, ROBERT, MICHAEL
Control Persons
BILKIE, ROBERT, MICHAEL
FARKAS, DENISE, MARGOLIS
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain
SIGMAINVESTMENTS.COM
Rdap Domain Creation Date
1998-08-10T04:00:00Z
Rdap Registrar
GoDaddy.com, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Form 5500 Total Participants
22
Form 5500 Compensation Trajectory 3y
Form 5500 Plan Count Trajectory 3y
Schedule C Service Provider Rows
1
SEC EDGAR
Edgar First Filing Date
1999-05-11
Edgar Last Filing Date
2026-04-29
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001085163-26-000002
Edgar Former Names
SIGMA MANAGEMENT SERVICES INC
Compliance & brand
Firm Registration Status
active
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Bc Firm Active IA Count
11
Custodian Candidates
Full| Charles Schwab | 6 |
| Fidelity | 4 |
| E*trade | 4 |
Edgar Addresses
Mailing186 E MAIN STSUITE 200NORTHVILLE, MI 48167
Business186 E MAIN STSUITE 200NORTHVILLE, MI 48167
Edgar Recent Filings
13F-HR2026-04-29 · 0001085163-26-000002
13F-HR2026-02-03 · 0001085163-26-000001
Rdap Domain Expiration Date
2030-08-09T04:00:00Z
Rdap Domain Last Changed
2025-08-09T18:33:24Z
Rdap Nameservers
Ns53.domaincontrol.comNs54.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No
BILKIE, ROBERT, MICHAEL
IAR · Direct Owner · 62.5%
FRAYNE, CHRISTOPHER, WILLIAM
IAR · Direct Owner · 17.5%
FARKAS, DENISE, MARGOLIS
IAR · Direct Owner · 17.5%
BILKIE, SHARI, ANN
Direct Owner · 7.5%
BRADBURY, MARISA, ANNE
IAR · Executive Officer · 2.5%
Lehnert, Amanda, Elizabeth
IAR · Executive Officer · 2.5%
GORMAN, WENMA
IAR · Executive Officer · 2.5%
Michael James Mullenax
IAR
