Firm profile

CRAWFORD INVESTMENT COUNSEL INC

ATLANTA, GACRD 110271Latest ADV March 31, 2026

Crawford Investment Counsel Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 31, 2026, reports $9.1B in regulatory assets under management, 54 employees, 1 office, and 4,050 accounts.

Assets Under Management
$9.1B
Employees
54
Offices
1 office
Total Clients
2,039
Primary office
ATLANTA, GA
600 GALLERIA PARKWAY, SE, SUITE 1650, ATLANTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CCOCasey K. Dhande
CFOJose A. Rivera
COOFrancis S. Kimball

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 57.7% of total clients.
Top client categories% of clientsClients
1
HNWI
57.7%
1,176
2
Individuals
37.6%
767
3
Corporations
2.1%
43
4
Charitable
1.8%
36
5
Government
0.3%
7
Additional categories (<0.1%)
Pension Plans<5 clients
Categories with <5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$9.1Bas of March 31, 2026
Discretionary100.0%
$9.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$9.1B
Total Accounts4,050
10Y AUM Change+$4.1B (+81.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees54
Clients per Employee38:1
10Y Employee Change+12 (+28.6%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.