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 an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (initial registration in 2014) and charges clients fees based on a percentage of assets under management. Its advisory activity centers on discretionary portfolio management for individuals and small businesses, with a client base comprised of individuals and families. Filings indicate an explicit emphasis on equities as the primary investment preference; the firm is not identified as an active ESG investor and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$4.3M in ETFs
100%
$4.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE ETF (EFA) | BlackRock | Passive | Foreign Large Blend | $1.4M | 13,150 | 31.85% |
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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