CRD: 171343
Long Road Investment Counsel, LLC
$346.4M Total AUM
$346.4M Disc. AUM
11.4% 3Y CAGR
2 Employees
34 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- PNC
- Clients
- Retail
- Platforms
- Value pioneer
- Established Date
- 05-09-2014
- Office Locations
- 1
Office Locations
107 W. Michigan AVE Suite 804 Kalamazoo MI
About Long Road Investment Counsel, LLC
Long Road Investment Counsel, LLC is a Kalamazoo-based RIA. The firm has been operating for 12 years. Managing $346.4M in total assets under management, with 2 advisory representatives. They custody assets with PNC. Services offered include Estate Planning, Financial Planning, Portfolio Construction.
Team overview
65 AVG AGE
$173.2M AVG AUM / ADVISOR
$10.2M AVG AUM / CLIENT
6.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Pioneer atlas North
Client Personas
Value
Custodian
Wave oak
Investment Themes
Eagle Foundation oak
Investment Vehicles
Alpha
Services
Momentum Fusion Capital
Technology
Insight momentum
Owner & Executives
CHARLES DWIGHT WATTLES
Chief Compliance Officer, President
- CRD
- #1315433
- Ownership
- 75% or more
(327) 778-3435
wave.quantum@fusioncapital.com
in linkedin.com/in/fusion-meridian
Showing 1 of 1 owners & executives
Unlock allContacts
M
MARILEE KRISTEN BARTL
--
- CRD
- #4928965
(675) 707-9468
ember.pioneer@horizoncapital.com
in linkedin.com/in/atlas-ridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $346,435,000 | $3,331,106 |
| Non-Discretionary | $0 | -- |
| Total | $346,435,000 | $3,331,106 |
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Separately Managed Accounts
Total SMA Asset: $346,435,000
Equity - Exchange:
48.3% Cash:
51.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,039,451,378 | 48.3% |
| Cash | $1,112,621,868 | 51.7% |
| Total | $2,152,073,246 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY QUANTUM EAGLE | ZENITH GLACIER | MHM48N8KU | MUESD | 9.28% | $27,164,439 |
| FOCUS HARBOR FOCUS | MERIDIAN ZENITH | C3E4NM04L | KKC | 9.08% | $77,340,692 |
| VITAL ZENITH | RIDGE UNISON | SKQMGB1XR | QGJSC | 4.13% | $19,274,808 |
| DELTA QUANTUM | RIDGE FRONTIER | OCR9BU5D3 | FNO | 2.91% | $58,988,369 |
| UNISON LEGACY CREST | PIONEER FOUNDATION | 4V6DKAQW2 | RJPP | 9.83% | $88,089,676 |
| MERIDIAN TIMBER | PEAK PRIME | 9Y78W7OUX | SYUR | 1.93% | $5,188,101 |
| WAVE MOMENTUM SUMMIT | UNISON PATHWAY | 695NWWVS0 | FTX | 3.46% | $55,019,032 |
| MOMENTUM CREST FOUNDATION | CAPITAL NORTH | UU8VGFT1G | YBRNH | 5.64% | $79,988,000 |