GAINESVILLE, GACRD 111042Latest ADV April 30, 2026
Willis Investment Counsel Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Gainesville, GA. Its latest Form ADV filing, dated April 30, 2026, reports $4.2B in regulatory assets under management, 13 employees, and 568 accounts.
Top client segmentHNWI represent 53.5% of total clients.
Top client categories% of clientsClients
1
HNWI
53.5%
129
2
Individuals
20.3%
49
3
Corporations
9.5%
23
4
Pension Plans
7.9%
19
5
Charitable
6.6%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.2Bas of April 30, 2026
Discretionary100.0%
$4.2B
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$4.2B
Total Accounts568
10Y AUM Change+$2.3B (+124.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee19:1
10Y Employee Change0 (0.0%)
* 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.