# 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.

- CRD: 146982
- Filed as: GOODREID INVESTMENT COUNSEL CORP.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Toronto, Canada
- Filing period: October 2026
- Form ADV filing dated: November 17, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146982
- AdvisorCensus page: https://advisorcensus.com/firm/goodreid-investment-counsel-corp-toronto-146982

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated November 17, 2025)

- 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

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Clearing Canada ULC
- Scotia Itrade

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.

### Regulatory assets under management (Item 5.F)
- Total: $544,091,418
- Discretionary: $544,091,418
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $14,301,506 |
| High net worth individuals | 317 | $386,438,810 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 20 | $143,351,102 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2008 (18 years)
- Employees: 9 total, 7 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- goodreid.com
- LinkedIn @GOODREID-INVESTMENT-COUNSEL-CORP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $262,080,319 | 7 | November 25, 2020 |
| October 2022 | $340,526,920 | 7 | November 25, 2021 |
| October 2023 | $334,315,030 | 8 | November 29, 2022 |
| October 2024 | $356,049,606 | 8 | November 14, 2023 |
| October 2025 | $458,441,458 | 8 | November 25, 2024 |
| October 2026 | $544,091,418 | 9 | November 17, 2025 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Goodreid Investment Counsel Corp. (CRD 146982): Form ADV filing data as of October 2026.