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 |
Principal Office
107 W. MICHIGAN AVESUITE 804
KALAMAZOO
MI
United States
Monday - Friday, 9:00 TO 4:00
Tel: 269-488-8001, Fax: 269-488-8119
Websites
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
C*******@*********************M
(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
RAUM, Historic
No. Clients, Historic
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 | – |