SFE INVESTMENT COUNSEL INC.
SEC RegisteredInvesting with Integrity and Confidence
About the firm
SFE Investment Counsel Inc. has been helping individuals, families and businesses achieve their financial goals for more than 45 years. Founded in 1977 by Chairman Emeritus Earl Fisher, SFE is an independent firm that is 100% owned by its employees. SFE has delivered high quality investment management advice to three generations of clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management including financial planning, wealth transfer, estate planning, income taxes, retirement planning, education funding, and charitable gifting for individual clients; asset management for businesses, family offices, non-profits, and other financial advisory firms.
Who they serve
Individuals, families, businesses, family offices, non-profits, and other financial advisory firms — including young adults, parents saving for college, Baby Boomers ready to retire, and non-profits seeking socially responsible investing portfolios.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 684 | $197M |
| High Net Worth Individuals | 193 | $466M |
| State/Municipal Entities | 12 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 2.00% |
| Next $1 million | 1.75% |
| Next $2 million | 1.50% |
| Next $5 million | 1.25% |
| Next $10 million | 1.00% |
Data as of December 3, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SFE INVESTMENT COUNSEL INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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