Wealth Manager
    SEC Registered
    Manages Private Funds

    Willis Investment Counsel Inc

    Registered investment advisor · Gainesville, Georgia · CRD #111042

    Assets Under Management
    $4.2B
    Client Accounts
    568
    Employees
    13
    CRD Number
    111042
    Registration
    SEC Registered
    Custodian
    Pershing Llc, Ascensus Broker Dealer Services, Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Willis Investment Counsel Inc

    Willis Investment Counsel is an investment management firm located in Gainesville, GA. The firm has been providing investment management services for more than 40 years, and has approximately $3 billion under management. The firm has 150+ clients across the country, with a well-established team providing exceptional service to our wide variety of clients.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Willis Investment Counsel Inc

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    Frequently Asked Questions

    What is Willis Investment Counsel Inc's AUM?

    Willis Investment Counsel Inc reports approximately $4.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Willis Investment Counsel Inc headquartered?

    Willis Investment Counsel Inc is headquartered in Gainesville, Georgia.

    What is Willis Investment Counsel Inc's CRD number?

    Willis Investment Counsel Inc's CRD number is 111042. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Willis Investment Counsel Inc manage?

    Willis Investment Counsel Inc manages approximately 568 client accounts according to its latest SEC filing.

    Is Willis Investment Counsel Inc SEC registered?

    Yes, Willis Investment Counsel Inc is registered with the SEC as an investment adviser with an approved registration status.

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