SourcingSourcing

LONG ROAD INVESTMENT COUNSEL, LLC

B52
CRD 171343·SEC 801-79721·KALAMAZOO, MI
AUM
$346.4M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LONG ROAD INVESTMENT COUNSEL, LLC
CRD
171343
SEC file #
801-79721
EIN
465296913
DBA names
—

Economics

AUM
$346.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$179.8M → $346.4M▲ +93%
Client mix
Individuals High Net Worth34

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
KALAMAZOO MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
longroadinvestment.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WATTLES, CHARLES, DWIGHT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
WATTLES, CHARLES, DWIGHT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LONGROADINVESTMENT.COM
Rdap Domain Creation Date
2015-10-09T15:07:50Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001620081
Edgar Registered
Yes
Edgar Filing Count
48
Edgar First Filing Date
2015-02-13
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
46
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0000905729-26-000098

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
107 WEST MICHIGAN AVENUESUITE 804KALAMAZOO, MI 49007-3946
Business
107 WEST MICHIGAN AVENUESUITE 804KALAMAZOO, MI 49007-3946
Edgar EIN
465296913
Edgar Recent Filings
13F-HR2026-05-08 · 0000905729-26-000098
13F-HR2026-02-04 · 0000905729-26-000033
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-09T15:07:50Z
Rdap Domain Last Changed
2026-04-04T09:39:12Z
Rdap Nameservers
Ns01.domaincontrol.comNs02.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1315433
Trust Company Affiliate
No

People (2)

2
WATTLES, CHARLES, DWIGHT
IAR · Direct Owner · 87.5%
1315433
MARILEE KRISTEN BARTL
IAR
4928965