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WILLIS INVESTMENT COUNSEL INC
CRD 111042 · SEC 801-18528
710 GREEN STREET, GAINESVILLE, GA, 30501, United States
Phone
770-718-0706
Fax
770-718-0805
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.23B
Discretionary AUM
$4.23B
Team
13 total employees; 8 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; FAMILY OFFICE, ADVISORY AND CONSULTING FEES
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $17.2M |
| High net worth individuals | 129 | $497.6M |
| Pooled investment vehicles | 3 | $202.7M |
| Pension/profit sharing plans | 19 | $1.46B |
| Charitable organizations | 16 | $107.7M |
| Insurance companies | 2 | $123.6M |
| Corporations/business entities | 23 | $1.81B |
States served
GA, LA, NE, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD