FORD INVESTMENT COUNSEL LLC
Firm details
- Headquarters
- ,
- CRD number
- 317600
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.12%
- Individuals7.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Ford Investment Counsel LLC is a small, independent registered investment adviser that focuses on serving individual and family clients. The firm charges fees based on a percentage of assets under management and delivers core advisory services that include financial planning, portfolio management for individuals and small businesses, and pension consulting. Investment activity is heavily tilted toward pooled public vehicles—mutual funds constitute the primary execution sleeve—while the firm also uses external real‑estate strategies as a source of alternative exposure. Ford Investment Counsel LLC is not positioned as an active ESG investor and operates on a single-state basis.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities21%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
1 of 1BRENT FORD
Investment Advisor RepresentativeCRD 3086257
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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