FORD INVESTMENT COUNSEL LLC

RIASEC Registered
Total AUM
$9.8M
Discretionary
$9.8M
100% of AUM
Avg account
$514K
Accounts
19
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 21%, Cash & Cash Equivalents 2%, US Government Bonds 1%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities21%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Contacts

1 of 1
  • BRENT FORD

    Investment Advisor RepresentativeCRD 3086257

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth