Long Road Investment Counsel, LLC
● SEC registered since 2014CRD 171343SEC# 801-79721Kalamazoo, MI
Reg. AUM
$346.4M
Employees
2
Accounts
104
Location
Kalamazoo, MI
Long Road Investment Counsel, LLC assets under management
Long Road Investment Counsel, LLC is a registered investment adviser overseen by the SEC based in Kalamazoo, MI. The firm has been registered since 2014. It reports $346.4 million in regulatory assets under management and employs 2 people.
Long Road Investment Counsel, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Dwight Wattles Control | Member, President, Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Long Road Investment Counsel, LLC manage?
Long Road Investment Counsel, LLC reports $346.4 million in regulatory assets under management on its Form ADV.
How many employees does Long Road Investment Counsel, LLC have?
Long Road Investment Counsel, LLC reports 2 employees.
Where is Long Road Investment Counsel, LLC located?
Long Road Investment Counsel, LLC is based in Kalamazoo, MI and has been SEC-registered since 2014.
Does Long Road Investment Counsel, LLC disclose fund performance?
Long Road Investment Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 107 W. Michigan Ave, Suite 804, Kalamazoo, MI 49007-3946 |
| Phone | 269-488-8001 |
| Fax | 269-488-8119 |
| Office hours | 9:00 To 4:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$346.4M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$346.4Mregulatory AUM
Discretionary $346.4M