LONG ROAD INVESTMENT COUNSEL, LLC

Adviser information for LONG ROAD INVESTMENT COUNSEL, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Michigan, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 108 $284.0M
Non-Discretionary 0 $0
Total 108 $284.0M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 39 $284.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-79721
SEC ERA File Number 801-79721
SEC CIK Numbers 1620081
SEC CRD Numbers 171343
Legal Entity Identifier None

Principal Office

107 W. MICHIGAN AVE
SUITE 804
KALAMAZOO
MI
United States
Monday - Friday, 9:00 TO 4:00
Tel: 269-488-8001, Fax: 269-488-8119

Chief Compliance Officer

CHARLES D. WATTLES
MEMBER
107 WEST MICHIGAN AVE.
SUITE 804
KALAMAZOO
MI
United States
Tel: 269-488-8001
Fax: 269-488-8119
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WATTLES, CHARLES, DWIGHT Individual MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER 04/2014 > 75%

No. Employees, Historic

10502020202120222023202420251 on 3/27/20201 on 6/29/20201 on 3/23/20211 on 3/28/20221 on 3/23/20231 on 3/26/2024

RAUM, Historic

400M200M0202020212022202320242025218317000 on 3/27/2020218317000 on 6/29/2020243736000 on 3/23/2021301115000 on 3/28/2022252905000 on 3/23/2023284039000 on 3/26/2024

No. Clients, Historic

4020020202021202220232024202534 on 3/27/202034 on 6/29/202033 on 3/23/202134 on 3/28/202235 on 3/23/202339 on 3/26/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 1K 13K
ABBVIE COM 939 5K
ACCENTURE COM 5K 18K
ADOBE COM 1K 2K
ADP COM 12K 52K
AFFILIATED MANAGERS GROUP COM 2K 15K
AFLAC COM 4K 46K
AIR PRODUCTS COM 4K 15K
ALPHABET CL C COM 9K 49K
ALPHABET INC CL A COM 9K 49K
AMGEN COM 687 2K
APPLE COM 7K 34K
BECTON DICKINSON COM 4K 16K
BERKSHIRE HATHAWAY CL A COM 1K 2
BERKSHIRE HATHAWAY CL B COM 285 700
BOOT BARN COM 796 6K
BORG WARNER COM 1K 46K
BROADRIDGE FINANCIAL SOL COM 3K 17K
CARMAX COM 6K 77K
CHEESECAKE FACTORY COM 2K 43K
CINTAS CORP COM 2K 3K
COSTCO COM 347 408
DOLBY CL A COM 200 3K
DORMAN PRODUCTS COM 3K 28K
ECOLAB COM 400 2K
EQUIFAX COM 1K 6K
ESTEE LAUDER COM 4K 34K
EXPEDITORS COM 5K 38K
EXXON COM 596 5K
FASTENAL COM 7K 116K
FIDELITY NATL INFORMATION SVCS COM 2K 33K
GE AEROSPACE COM 2K 14K
GE HEALTHCARE COM 510 7K
GE VERNOVA COM 603 4K
GEN DIGITAL COM 2K 75K
GENTEX CORP COM 887 26K
GILEAD SCIENCES INC COM 2K 24K
IDEXX LABS COM 5K 10K
INTERCONTINENTAL EXCHANGE COM 7K 51K
INTUIT COM 3K 5K
ITW COM 9K 39K
JACOBS SOLUTIONS COM 674 5K
JOHNSON & JOHNSON COM 2K 14K
KNIGHT-SWIFT TRANSN HLDGS INC COM 400 8K
LOWES COM 209 950
MEDTRONIC COM 504 6K
MICROSOFT COM 1K 3K
MOODYS CORP COM 2K 4K
O REILLY AUTOMOTIVE COM 25K 23K
OMNICOM COM 5K 51K
ORACLE COM 10K 73K
PAYPAL COM 870 15K
PEPSICO INC COM 5K 28K
PFIZER COM 225 8K
PHINIA COM 508 13K
PROCTER & GAMBLE COM 882 5K
SCOTTS MIRACLE-GRO CO CL A COM 751 12K
STARBUCKS COM 5K 67K
STATE STREET COM 2K 22K
STRYKER CORP COM 14K 42K
SYSCO CORP COM 1K 16K
THERMO FISHER SCIENTIFIC COM 4K 7K
TRACTOR SUPPLY COM 648 2K
WALGREENS BOOTS ALLIANCE COM 578 48K
WESTERN UNION CO COM 446 36K
WEX COM 5K 27K
SPDR S&P 500 ETF ETF 1K 3K
SPDR S&P MIDCAP 400 ETF ETF 832 2K
VANGUARD INTL EQUITY INDEXFDS ETF 831 19K
ISHARES MSCI EAFE ETF ETF 1K 15K
RB GLOBAL INC COM 4K 56K