AdvisorCensus / Financial advisors / Goodreid Investment Counsel Corp.
Goodreid Investment Counsel Corp. is an SEC-registered investment advisory firm in Toronto, Canada, registered since 2008, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated November 17, 2025.
Quick answers
From the filingHow is Goodreid Investment Counsel Corp. compensated?
On its Form ADV (Item 5.E, October 2026), Goodreid Investment Counsel Corp. reports these compensation arrangements: a percentage of assets under its management.
How much does Goodreid Investment Counsel Corp. charge?
Its Form ADV Part 2A brochure dated November 17, 2025 states: Up to $2,000,000: 1.25% a year; $2,000,000 to $5,000,000: 0.75% a year; Above $5,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Goodreid Investment Counsel Corp. located?
Goodreid Investment Counsel Corp.'s principal office is in Toronto, Canada, according to its Form ADV.
Is Goodreid Investment Counsel Corp. registered with the SEC or a state?
Goodreid Investment Counsel Corp. is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146982.
How much does Goodreid Investment Counsel Corp. manage?
Goodreid Investment Counsel Corp. reports $544,091,418 in regulatory assets under management in its Form ADV filing dated November 17, 2025 (100% discretionary).
How have Goodreid Investment Counsel Corp.'s assets and staff changed since 2021?
In the Form ADV data for Goodreid Investment Counsel Corp.: Regulatory assets under management: $262,080,319 in the October 2021 data and $544,091,418 in the October 2026 data, up 108%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Goodreid Investment Counsel Corp. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (317); individuals (other than high net worth individuals) (67); corporations or other businesses not listed above (20).
Which custodians does Goodreid Investment Counsel Corp. use?
Goodreid Investment Counsel Corp.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Clearing Canada ULC and Scotia Itrade as custodians holding 10% or more of its separately managed account assets.
Does Goodreid Investment Counsel Corp. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146982
Does Goodreid Investment Counsel Corp. state an account minimum?
Its Form ADV Part 2A brochure dated November 17, 2025 says: "Our minimum client account size is $500,000; however, smaller amounts may be accepted at the discretion of management."
What changed in Goodreid Investment Counsel Corp.'s recent Form ADV filings?
In the December 2025 filing data: Regulatory assets under management went from $458,441,458 to $544,091,418 (+19%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1.25% |
| $2,000,000 to $5,000,000 | 0.75% |
| Above $5,000,000 | See the brochure |
The brochure's wording
Goodreid charges a management fee based on a percentage of assets under management. The percentage of assets charged per annum for investors is listed in the following table by asset level:
• 1.25% on assets up to $2,000,000 • 0.75% on next $3,000,000 • Negotiable over $5,000,000
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Our minimum client account size is $500,000; however, smaller amounts may be accepted at the discretion of management.
As stated in the firm's Form ADV Part 2A brochure dated November 17, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$544,091,418 as of October 2026, filing dated November 17, 2025.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2008 (18 years)
- Employees
- Total: 9. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $544,091,418 | 9 | November 17, 2025 |
| October 2025 | $458,441,458 | 8 | November 25, 2024 |
| October 2024 | $356,049,606 | 8 | November 14, 2023 |
| October 2023 | $334,315,030 | 8 | November 29, 2022 |
| October 2022 | $340,526,920 | 7 | November 25, 2021 |
| October 2021 | $262,080,319 | 7 | November 25, 2020 |
Regulatory assets under management: $262,080,319 in the October 2021 data and $544,091,418 in the October 2026 data, up 108%.
Total employees: 7 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- December 2025
- Regulatory assets under management went from $458,441,458 to $544,091,418 (+19%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Goodreid Investment Counsel Corp. (CRD 146982): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/goodreid-investment-counsel-corp-toronto-146982