Willis Investment Counsel Inc

RIASEC Registered

Total AUM

$4.2B

Discretionary

$4.2B

100% of AUM

Avg account

$7.4M

Accounts

568

Employees

Advisory reps

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

FINTRX

Overview

Willis Investment Counsel Inc is an independent, corporate-structured registered investment adviser that has been registered with the SEC since 1983. The firm serves both individual/family and institutional clients and acts as a capital allocator, sourcing third‑party managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals, pooled vehicles and institutions, pension consulting, manager selection, and client education through publications and seminars. Fee arrangements are a mix of asset-based percentages, fixed fees and other structures. The firm does not identify as an active ESG investor.