CRAWFORD INVESTMENT COUNSEL INC
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
FINTRXOverview
Crawford Investment Counsel Inc. is an independent registered investment adviser that has operated since 1980. The firm is organized as a corporation with domestic and individual ownership and serves both individual/family and institutional clients. Its advisory services include financial planning and discretionary portfolio management for individuals, small businesses, investment companies, and other institutions. Crawford charges a mix of percentage-of-AUM, fixed, and performance-based fees. The firm does not market itself as an active ESG investor and is not identified as a pension consultant or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- State & Local Bonds16%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents6%
- US Government Bonds3%
Owners & executives
3 of 3JOSE RIVERA
Chief Financial OfficerCRD 5950942
CASEY KRIMMEL
Chief Compliance OfficerCRD 6609860
FRANCIS KIMBALL
Chief Operating OfficerCRD 4483359
Contacts
3 of 24Alan Lane
Director of Wealth PlanningCRD 5712333
ALAN KIRCHNER
Senior Vice President, Portfolio ManagerCRD 1001810
JOHN SNAVELY
Portfolio ManagerCRD 3065806
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 600 Galleria Pkwy SE
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ARKADIOS WEALTH ADVISORS
RIAAtlanta, GA
SignatureFD, LLC
RIAAtlanta, GA
OPENARC CORPORATE ADVISORY, LLC
RIAAtlanta, GA
NICHOLAS HOFFMAN & COMPANY, LLC
RIAAtlanta, GA
CAPITAL INVESTMENT ADVISORS, LLC
RIAAtlanta, GA
ADVISORY SERVICES NETWORK
RIAAtlanta, GA