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CRAWFORD INVESTMENT COUNSEL INC
CRD 110271File 801-15563
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.14B
Top 10% of cohort (national)
Discretionary AUM
$9.14B
Clients
2,036
4,050 accounts
Employees
54
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Oct 15, 1980
- Principal office
- 600 GALLERIA PARKWAY, SE, SUITE 1650, ATLANTA, GA, 30339
- Phone
- 770-859-0045
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.14B
- Discretionary AUM
- $9.14B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,050
- Non-discretionary accounts
- 0
- Total accounts
- 4,050
- AUM per client
- $4.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 43 | $1.20B |
| Insurance companies | Fewer than 5 | $66.2M |
| Investment companies | 3 | $557.9M |
| Charitable organizations | 36 | $1.11B |
| High net worth individuals | 1,176 | $5.69B |
| Pension and profit sharing plans | Fewer than 5 | $4.1M |
| State or municipal government entities | 7 | $162.4M |
| Individuals (other than high net worth individuals) | 767 | $310.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 2,039 | 2,036 | decreased by3 |
| Apr 1, 2026 | Employees | 52 | 54 | increased by2 |
| Apr 1, 2026 | Clients | 2,120 | 2,039 | decreased by81 |
| Apr 1, 2026 | AUM | $8,494,589,824 | $9,139,406,625 | increased by$644,816,801 |
| Apr 1, 2026 | Accounts | 4,043 | 4,050 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 54 | 52 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,062 | 2,120 | increased by58 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,923,669,139 | $8,494,589,824 | increased by$570,920,685 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,620 | 4,043 | increased by423 |
| Apr 1, 2022 | Employees | 53 | 54 | increased by1 |
| Apr 1, 2022 | Clients | 2,036 | 2,062 | increased by26 |
| Apr 1, 2022 | AUM | $7,111,005,593 | $7,923,669,139 | increased by$812,663,546 |
| Apr 1, 2022 | Accounts | 3,534 | 3,620 | increased by86 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CRAWFORD INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CRAWFORD INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.