← Directory
LONG ROAD INVESTMENT COUNSEL, LLC
CRD 171343File 801-79721
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$346.4M
Below cohort median (national)
Discretionary AUM
$346.4M
Clients
34
104 accounts
Employees
2
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 9, 2014
- Principal office
- 107 W. MICHIGAN AVE, SUITE 804, KALAMAZOO, MI, 49007-3946
- Phone
- 269-488-8001
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $346.4M
- Discretionary AUM
- $346.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 104
- Non-discretionary accounts
- 0
- Total accounts
- 104
- AUM per client
- $10.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $345.1M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.