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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Ember
- Established Date
- 12-08-2021
- Office Locations
- 1
Office Locations
About Ford Investment Counsel LLC
Ford Investment Counsel is a boutique, founder-led RIA in Eagle, Idaho providing customized investment management and financial planning for entrepreneurs and retirees. The firm emphasizes proactive, goal-based advice, asset allocation, and risk management, typically implementing portfolios with mutual funds and ETFs alongside cash and U.S. government/agency bonds. Led by CFP Brent Ray Ford (CCO) and custodied at Schwab and Fidelity.
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Owner & Executives
BRENT RAY FORD
Certified Financial Planner, Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #3086257
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,761,900 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,761,900 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,761,900
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $867,975,844 | 30.7% |
| Cash | $921,694,219 | 32.6% |
| Equity - Exchange | $409,956,018 | 14.5% |
| U.S. Government/Agency | $627,656,799 | 22.2% |
| Total | $2,827,282,880 | 100.0% |