Willis Investment Counsel Inc
Firm details
- Headquarters
- Gainesville, Georgia
- CRD number
- 111042
- Registered since
- March 22, 1983
- Website
- wicinvest.com
- Custodians
- PERSHING LLC, ASCENSUS TRUST
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Corporations / Businesses42.89%
- Pension & Profit Sharing Plans34.66%
- HNWI11.78%
- Pooled Investment Vehicles4.8%
- Insurance Companies2.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Willis Investment Counsel Inc is an independent, SEC-registered RIA that has been operating since 1983. The firm is organized as a corporation with individual ownership and describes itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its fee mix includes percentage-of-AUM arrangements, fixed fees and other fee structures. Core advisory services cover financial planning, portfolio management across individuals, pooled vehicles and institutions, selection of other advisers, publication of investment periodicals/newsletters and client education through seminars and workshops. Willis does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities75%
- Investment Grade Corp Bonds13%
- US Government Bonds11%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Richard Whitehead
Chief Financial OfficerCRD 7923833
Kelli Wright
Chief Compliance Officer & Vice PresidentCRD 4641985
Robert Willis
CEO and Chief Investment OfficerCRD 2239387
Contacts
3 of 4
James Kilroy
President and Portfolio ManagerCRD 3049536
Natalie Challen
Director Of Relationship ManagementCRD 7307356
John Lewis
Portfolio ManagerCRD 6380582
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$44.9M in ETFs
100%
$44.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $19.8M | 92,880 | 44.00% |
Location
Gainesville, GA
Hall
Location
Gainesville, GA
Headquartered in Gainesville, 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
- Hall
- Address
- 710 Green St Ne
- Time zone
- ET (UTC-5)
- Office locations
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