Fee-only adviser · Glennie, MI

A Narrow Road, LLC

A Narrow Road, LLC is a fee-only investment adviser registered with the securities regulator of Michigan, with a mailing address in Glennie, Michigan (its office is a private residence, so the street address is not published). On its latest Form ADV, filed January 23, 2026, it reports $28M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationState-registered: Michigan
Firm CRD number290033
OfficeGlennie, MI (mailing address; office not published)
Phone(231) 620-3242
Websiteanarrowroad.com
Regulatory assets under management$28M
Individual clientsFewer than 5
Financial planning clients11-25
How it chargesOther
ServicesFinancial planning
Employees1
Disciplinary disclosuresNone reported
Latest Form ADV filingJanuary 23, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It provides financial planning services, not only portfolio management.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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