SourcingSourcing

COLCHESTER INVESTMENT COUNSEL LLC

B57
CRD 126805·SEC 801-124703·RIDGEFIELD, CT
AUM
$128.9M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$387K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COLCHESTER INVESTMENT COUNSEL LLC
CRD
126805
SEC file #
801-124703
EIN
—
DBA names
—

Economics

AUM
$128.9M
AUM band
$100M-$500M
AUM trajectory
'23'26
$121.7M → $128.9M▲ +6%
Client mix
Individuals High Net Worth38
Individuals Other20

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
2 advisors → 2 advisors▬ 0%
Primary office
RIDGEFIELD CT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
linkedin.com/company/colchester-investment-counsel-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KENAGY, NEIL, SCOTT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KENAGY, NEIL, SCOTT
Kenagy, Evan, Neil
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5709
Soi Zip Pct 200k Plus
0.365
Soi Zip Returns 200k Plus
4,270
Soi Zip Total AGI
3,432,304
Fdic Zip Total Deposits
34,265,599,000
Fdic Zip Branch Count
346
Fdic Zip Top Banks
Fairfield County Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Fleet Bank, National AssociationRidgefield, CT
Fleet Bank, National AssociationRidgefield, CT
Fdic Zip HHI
1014.56
Fdic Zip Top Bank Share Pct
21.44
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI21,722
Returns2,150
Stub 2
AGI39,005
Returns1,060
Stub 3
AGI57,785
Returns930
Soi Zip Total Business Income
142,943
Soi Zip Total Cap Gains
328,230
Soi Zip Total Dividends
137,758
Soi Zip Total Returns
11,700
Top Owner CRD
2231104
Trust Company Affiliate
No

People (2)

2
KENAGY, NEIL, SCOTT
IAR · Direct Owner · 62.5%
2231104
Kenagy, Evan, Neil
IAR · Executive Officer · 2.5%
6933140