# COUNSEL FIDUCIARY, LLC

COUNSEL FIDUCIARY, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 139948
- Type: SEC-registered investment adviser
- SEC file number: 801-76735
- Phone: 646-308-1400
- Latest filing: 2024-02-02
- Regulatory AUM: $109.5M
- Discretionary AUM: $108.5M
- Non-discretionary AUM: $902K
- Clients: 2
- Accounts: 267

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| MIDDLETON SUSAN GRINNELL | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER (+1 more) | — |
| HARMON LEITH SUZANNE | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139948/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139948/similar
- Related entities: https://search.stillhousedata.com/firm/139948/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139948

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.