LONG ROAD INVESTMENT COUNSEL, LLC
Firm details
- Headquarters
- KALAMAZOO, Michigan
- CRD number
- 171343
- Registered since
- May 9, 2014
- Website
- longroadinvestment.com
- Custodians
- PNC INVESTMENTS LLC, WILLIAM BLAIR
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.61%
- Individuals0.39%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Long Road Investment Counsel, LLC is a privately owned registered adviser formed in 2014 that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports an ownership structure characterized as individually owned. Its stated client base is individual and family investors, and its advisory practice centers on discretionary management rather than pension consulting or multi-state institutional mandates. Long Road does not identify itself as an active ESG investor in the available filings. The firm's asset allocation tilt is toward publicly traded equities, with exchange-traded securities noted as the dominant asset type across its managed portfolios. Advisory services emphasize personalized portfolio management rather than wholesale capital allocation or third-party fund-of-fund management.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities84%
- Cash & Cash Equivalents16%
- Investment Grade Corp Bonds1%
Contacts
2 of 2MARILEE BARTL
Investment Advisor RepresentativeCRD 4928965
CHARLES WATTLES
PresidentCRD 1315433
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$5.3M in ETFs
100%
$5.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $1.7M | 2,679 | 33.11% |
Location
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
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