Long Road Investment Counsel, LLC

RIASEC RegisteredEst. 2014
Total AUM
$346M
Discretionary
$346M
100% of AUM
Avg account
$3.3M
Accounts
104
Employees
2
Advisory reps
2

Firm details

Headquarters
Kalamazoo, Michigan
CRD number
171343
Registered since
May 9, 2014
Custodians
PNC INVESTMENTS LLC, WILLIAM BLAIR
Fee structure
Percentage of AUM
Client types
  • HNWI99.61%
  • Individuals0.39%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Long Road Investment Counsel, LLC is an independent, SEC-registered investment adviser that began registration in 2014 and operates as a limited liability company owned by an individual. The firm manages portfolios for individuals, families and small businesses on a fee basis calculated as a percentage of assets under management. Long Road focuses on discretionary portfolio management rather than serving as a capital allocator or pension consultant. It does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, Cash & Cash Equivalents 16%, Investment Grade Corp Bonds 1%84%
  • Exchange Traded Equities84%
  • Cash & Cash Equivalents16%
  • Investment Grade Corp Bonds1%

Contacts

2 of 2
  • Marilee Bartl

    Marilee Bartl

    Investment Advisor RepresentativeCRD 4928965

  • Charles Wattles

    PresidentCRD 1315433

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$5.8M in ETFs

Passive

100%

$5.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$2M2,63934.21%

Location

Primary office

Kalamazoo, MI

Kalamazoo

Location

Kalamazoo, MI

Headquartered in Kalamazoo, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.

Metro area
Kalamazoo-Battle Creek-Portage, MI
Region
Midwest
County
Kalamazoo
Address
107 W Michigan Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth