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
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- PNC
- Clients
- Retail
- Platforms
- --
- 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
Full visibility includes strategy notes for horizon momentum fusion.
Unlock to see real insight on timber frontier frontier.
Unlock to compare peer behavior around vertex optima.
Unlock to see real insight on summit horizon radial.
Premium access reveals conviction themes in summit bridge.
Full visibility includes strategy notes for frontier catalyst.
See the complete signal summary connected to oak eagle.
Upgrade to reveal position-level detail across delta optima.
Asset Classes
Pioneer atlas North
Client Personas
Value
Custodian
Wave oak
Investment Themes
Eagle Foundation oak
Investment Vehicles
Alpha
Services
Momentum Fusion Capital
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 |