Crawford Investment Counsel Inc

RIASEC Registered

Total AUM

$9.1B

Discretionary

$9.1B

100% of AUM

Avg account

$2.3M

Accounts

4,050

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 110271
Registered since: October 15, 1980
Website: www.crawfordinvestment.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI62.25%
Corporations / Businesses13.16%
Charitable Organizations12.1%
Investment Companies6.1%
Individuals3.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Crawford Investment Counsel Inc is a corporation-structured, SEC-registered investment adviser in operation since 1980 that provides discretionary portfolio management and financial planning to both individual/family and institutional clients. The firm is organized as an institutional RIA and does not act as a capital allocator to third-party managers; instead it manages client assets directly across separate accounts and pooled vehicles. Its advisory services include portfolio management for individuals, small businesses, investment companies and other institutional entities. Fee arrangements include a percentage-of-AUM component, fixed fees and performance-based fee structures. The firm is not identified as an active ESG investor and, per the source, is not registered as a multi-state adviser.