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COLCHESTER INVESTMENT COUNSEL LLC

RIDGEFIELD, CT · CRD 126805 · IAPD ↗ · 203.438.0046

$128.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — COLCHESTER INVESTMENT COUNSEL LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2025 — COLCHESTER INVESTMENT COUNSEL LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
April 2024 — COLCHESTER INVESTMENT COUNSEL LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.