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WILLIS INVESTMENT COUNSEL INC
CRD 111042File 801-18528
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.23B
Top 25% of cohort (national)
Discretionary AUM
$4.23B
Clients
241
568 accounts
Employees
13
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 22, 1983
- Principal office
- 710 GREEN STREET, GAINESVILLE, GA, 30501
- Phone
- 770-718-0706
- Website
- HTTP://WWW.WICINVEST.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.23B
- Discretionary AUM
- $4.23B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 568
- Non-discretionary accounts
- 0
- Total accounts
- 568
- AUM per client
- $17.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 23 | $1.81B |
| Insurance companies | 2 | $123.6M |
| Charitable organizations | 16 | $107.7M |
| High net worth individuals | 129 | $497.6M |
| Pooled investment vehicles | 3 | $202.7M |
| Pension and profit sharing plans | 19 | $1.46B |
| Individuals (other than high net worth individuals) | 49 | $17.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FAMILY OFFICE, ADVISORY AND CONSULTING FEES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.