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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

SIGMA INVESTMENT COUNSELORS

SIGMA INVESTMENT COUNSELORS, INC., CRD 104754

NORTHVILLE, MI

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Search this name across graphsid dfx:ria:e8e3e36d-30a4-c914-d4cb-d7f7efa227ef

Data as of Apr 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 3
On other graphs: 0
Observed: Jan 23, 2012 to Apr 8, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.2BItem 5.F on the latest filing (2026-04-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.2B
Private client RAUM: $2.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $217Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 20
Advisory employees: 10
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2,837
Individual clients: 261
High net worth clients: 514
Custody, client assets: $8.0M
SEC number: 801-9529
CRD: 104754
Filings on the tape: 38
First filed: Jan 23, 2012
Latest filed: Apr 8, 2026
Organised: Corporation, MI
Website: sigmainvestments.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DENISE MARGOLIS FARKAS	Chartered Financial Analyst	Northville, MI \| PEPPER PIKE, OH	18	25	1	no
ROBERT MICHAEL BILKIE	Chartered Financial Analyst	NORTHVILLE, MI	16	38	n/a	no
MARISA ANNE BRADBURY	Certified Financial Planner\|Chartered Financial Analyst	LAKE MARY, FL	16	29	n/a	no
CHRISTOPHER WILLIAM FRAYNE	Certified Financial Planner\|Chartered Financial Analyst	NORTHVILLE, MI	15	20	n/a	no
WENMA GORMAN	Certified Financial Planner\|Chartered Financial Analyst	NORTHVILLE, MI	14	15	1	no
Amanda Elizabeth Lehnert	Certified Financial Planner	Northville, MI	8	11	n/a	no
PAUL WARHOLAK JR	n/a	NORTHVILLE, MI	7	14	2	no
Eric Edward Larson	n/a	NORTHVILLE, MI	5	12	1	no
GENADI SLAVOV SLAVOV	Chartered Financial Analyst	NORTHVILLE, MI	2	13	n/a	no
Michael James Mullenax	Certified Financial Planner	NORTHVILLE, MI	2	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BILKIE, SHARI, ANN	CHIEF COMPLIANCE OFFICER AND PRESIDENT	A	yes	07/2017	Apr 8, 2026	Apr 8, 2026
FARKAS, DENISE, MARGOLIS	EXECUTIVE VICE PRESIDENT AND SHAREHOLDER	B	yes	02/2007	Apr 8, 2026	Apr 8, 2026
FRAYNE, CHRISTOPHER, WILLIAM	DIRECTOR OF WEALTH PLANNING AND SHAREHOLDER	B	yes	07/2017	Apr 8, 2026	Apr 8, 2026
Lehnert, Amanda, Elizabeth	DIRECTOR OF STRATEGIC PLANNING AND SHAREHOLDER	Na	yes	01/2019	Apr 8, 2026	Apr 8, 2026
BILKIE, ROBERT, MICHAEL	CHIEF EXECUTIVE OFFICER AND SHAREHOLDER	D	yes	12/1986	Jan 23, 2012	Jan 30, 2024
BRADBURY, MARISA, ANNE	WEALTH ADVISOR AND SHAREHOLDER	Na	no	01/2022	Apr 8, 2026	Apr 8, 2026
GORMAN, WENMA	WEALTH ADVISOR AND SHAREHOLDER	Na	no	01/2020	Apr 8, 2026	Apr 8, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
LAKE MARY	FL	United States	1	no
PEPPER PIKE	Oh	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 8, 2026	$2.2B	$2.2B	20	10	2	n/a	n/a
2024	Jan 29, 2025	$1.9B	$1.9B	20	10	2	n/a	n/a
2023	Jan 30, 2024	$1.7B	$1.7B	18	9	2	n/a	n/a
2022	Jan 31, 2023	$1.5B	$1.5B	19	10	2	n/a	n/a
2021	Jan 31, 2022	$1.7B	$1.7B	18	9	2	n/a	n/a
2020	Feb 5, 2021	$1.4B	$1.4B	16	8	2	n/a	n/a
2019	Jan 22, 2020	$1.2B	$1.2B	15	8	2	n/a	n/a
2018	Jan 16, 2019	$961M	$961M	15	8	2	n/a	n/a
2017	Jan 17, 2018	$968M	$968M	15	6	2	n/a	n/a
2016	Feb 1, 2017	$876M	$876M	15	7	n/a	n/a	n/a
2015	Jan 11, 2016	$763M	$763M	18	8	n/a	n/a	n/a
2014	Jan 14, 2015	$718M	$718M	16	9	n/a	n/a	n/a
2013	Jan 10, 2014	$692M	$692M	15	9	n/a	n/a	n/a
2012	Jan 30, 2013	$566M	$566M	15	9	n/a	n/a	n/a
2011	Jan 23, 2012	$491M	$491M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.2B	$1.9B	11.5%	$1.5B	13.6%	20	20	2	2

Relationships

Registered with (13)

← GENADI SLAVOV SLAVOVAdvisorregistration: current employment
May 10, 2024 to presentfactForm ADV
← Michael James MullenaxAdvisorregistration: current employment
May 10, 2024 to presentfactForm ADV
← Eric Edward LarsonAdvisorregistration: current employment
Feb 4, 2021 to presentfactForm ADV
← PAUL WARHOLAK JRAdvisorregistration: current employment
Jan 9, 2019 to presentfactForm ADV
← Amanda Elizabeth LehnertAdvisorregistration: current employment
Jun 29, 2018 to presentfactForm ADV
← WENMA GORMANAdvisorregistration: current employment
Jun 29, 2012 to presentfactForm ADV
← CHRISTOPHER WILLIAM FRAYNEAdvisorregistration: current employment
Oct 8, 2010 to presentfactForm ADV
← ROBERT MICHAEL BILKIEAdvisorregistration: current employment
Apr 6, 2010 to presentfactForm ADV
← MARISA ANNE BRADBURYAdvisorregistration: current employment
Apr 6, 2010 to presentfactForm ADV
← DENISE MARGOLIS FARKASAdvisorregistration: current employment
Mar 18, 2008 to presentfactForm ADV
← Daniel James RobinsonAdvisorregistration: previous registration
Oct 13, 2018 to Jul 21, 2023factForm ADV
← ANTHONY J. BASALLAAdvisorregistration: previous registration
Apr 15, 2014 to May 15, 2017factForm ADV
← SUZANNE MARIE ANTONELLIAdvisorregistration: previous registration
Aug 2, 2011 to Feb 1, 2017factForm ADV

Controls (5)

← BILKIE, ROBERT, MICHAELOwnerCHIEF EXECUTIVE OFFICER AND SHAREHOLDER, ownership code D, individual
Jan 23, 2012 to Jan 30, 2024factForm ADV
← BILKIE, SHARI, ANNOwnerCHIEF COMPLIANCE OFFICER AND PRESIDENT, ownership code A, individual
Jan 23, 2012 to Jan 30, 2024factForm ADV
← FARKAS, DENISE, MARGOLISOwnerCHIEF INVESTMENT OFFICER AND SHAREHOLDER, ownership code B, individual
Jan 23, 2012 to Jan 30, 2024factForm ADV
← FRAYNE, CHRISTOPHER, WILLIAMOwnerDIRECTOR OF WEALTH PLANNING AND SHAREHOLDER, ownership code A, individual
Apr 1, 2015 to Jan 30, 2024factForm ADV
← Lehnert, Amanda, ElizabethOwnerDIRECTOR OF STRATEGIC PLANNING AND SHAREHOLDER, ownership code NA, individual
Jan 22, 2020 to Jan 30, 2024factForm ADV

Owns (2)

← GORMAN, WENMAOwnerWEALTH ADVISOR AND SHAREHOLDER, ownership code NA, individual
Feb 5, 2021 to Jan 30, 2024factForm ADV
← BRADBURY, MARISA, ANNEOwnerWEALTH ADVISOR AND SHAREHOLDER, ownership code NA, individual
Jan 31, 2023 to Jan 30, 2024factForm ADV

Dated events

Occurred
Jan 30, 2024
Control person left
John Christopher Kress (Executive Vice President And Shareholder) no longer on Schedule A of Sigma Investment Counselors (listed 2023-09-11, absent 2024-01-30)
Form ADVobserved 3 days ago
Occurred
Jul 21, 2023
Advisor changed firm
Daniel James Robinson left Sigma Investment Counselors for J.P. Morgan Securities Llc (registered 2023-11-21)
Form ADVobserved 4 days ago
Occurred
Jan 22, 2020
Regulatory AUM changed
Sigma Investment Counselors reported RAUM $1.2B, up 27% from $960.7M (2019-01-16 to 2020-01-22)
Form ADVobserved 3 days ago
$262M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e8e3e36d-30a4-c914-d4cb-d7f7efa227ef
First observed: Jan 23, 2012
Last observed: Apr 8, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SIGMA INVESTMENT COUNSELORS

SIGMA INVESTMENT COUNSELORS, INC., CRD 104754

NORTHVILLE, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e8e3e36d-30a4-c914-d4cb-d7f7efa227ef

Data as of Apr 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:08 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DENISE MARGOLIS FARKAS

Chartered Financial Analyst

Northville, MI | PEPPER PIKE, OH

ROBERT MICHAEL BILKIE

Chartered Financial Analyst

NORTHVILLE, MI

n/a

MARISA ANNE BRADBURY

Certified Financial Planner|Chartered Financial Analyst

LAKE MARY, FL

n/a

CHRISTOPHER WILLIAM FRAYNE

Certified Financial Planner|Chartered Financial Analyst

NORTHVILLE, MI

n/a

WENMA GORMAN

Certified Financial Planner|Chartered Financial Analyst

NORTHVILLE, MI

Amanda Elizabeth Lehnert

Certified Financial Planner

Northville, MI

n/a

PAUL WARHOLAK JR

n/a

NORTHVILLE, MI

Eric Edward Larson

n/a

NORTHVILLE, MI

GENADI SLAVOV SLAVOV

Chartered Financial Analyst

NORTHVILLE, MI

n/a

Michael James Mullenax

Certified Financial Planner

NORTHVILLE, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BILKIE, SHARI, ANN

CHIEF COMPLIANCE OFFICER AND PRESIDENT

yes

07/2017

Apr 8, 2026

FARKAS, DENISE, MARGOLIS

EXECUTIVE VICE PRESIDENT AND SHAREHOLDER

yes

02/2007

Apr 8, 2026

FRAYNE, CHRISTOPHER, WILLIAM

DIRECTOR OF WEALTH PLANNING AND SHAREHOLDER

yes

07/2017

Apr 8, 2026

Lehnert, Amanda, Elizabeth

DIRECTOR OF STRATEGIC PLANNING AND SHAREHOLDER

yes

01/2019

Apr 8, 2026

BILKIE, ROBERT, MICHAEL

CHIEF EXECUTIVE OFFICER AND SHAREHOLDER

yes

12/1986

Jan 23, 2012

Jan 30, 2024

BRADBURY, MARISA, ANNE

WEALTH ADVISOR AND SHAREHOLDER

01/2022

Apr 8, 2026

GORMAN, WENMA

WEALTH ADVISOR AND SHAREHOLDER

01/2020

Apr 8, 2026

City

State

Country

Employees

Also broker-dealer

LAKE MARY

United States

PEPPER PIKE

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 8, 2026

$2.2B

n/a

2024

Jan 29, 2025

$1.9B

n/a

2023

Jan 30, 2024

$1.7B

n/a

2022

Jan 31, 2023

$1.5B

n/a

2021

Jan 31, 2022

$1.7B

n/a

2020

Feb 5, 2021

$1.4B

n/a

2019

Jan 22, 2020

$1.2B

n/a

2018

Jan 16, 2019

$961M

n/a

2017

Jan 17, 2018

$968M

n/a

2016

Feb 1, 2017

$876M

n/a

2015

Jan 11, 2016

$763M

n/a

2014

Jan 14, 2015

$718M

n/a

2013

Jan 10, 2014

$692M

n/a

2012

Jan 30, 2013

$566M

n/a

2011

Jan 23, 2012

$491M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.2B

$1.9B

11.5%

$1.5B

13.6%