WILLIS INVESTMENT COUNSEL INC

RIASEC RegisteredEst. 1983

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, privately owned registered investment adviser that has been operating since 1983. The firm serves both individual/family and institutional clients and acts as a capital allocator, combining discretionary portfolio management with financial planning, pension consulting and manager selection. Its fee arrangements include percentage-of-AUM and fixed fees, along with other fee types. Willis provides portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and also publishes client-facing periodicals and runs educational seminars. The firm does not identify as an active ESG investor and is not registered as a multi-state or newly formed adviser. Its business model emphasizes discretionary management and third-party manager selection rather than transactional brokerage.