Data / Investment advisers / Georgia / Willis Investment Counsel Inc
Willis Investment Counsel Inc, Gainesville, GA: $4.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Willis Investment Counsel Inc is an SEC registered investment adviser with its main office in Gainesville, Georgia and reports $4.2 billion in regulatory assets under management in its Form ADV filed April 30, 2026. Its clients include corporations and other businesses, pension and profit sharing plans and high net worth individuals. It is paid through a percentage of assets under management, fixed fees and other fees. It advises 3 private funds.
The request: Watch Willis Investment Counsel Inc (CRD number 111042): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 111042
- SEC file number
- 801-18528
- SEC status
- Approved, effective March 22, 1983
- Main office
- 710 Green Street, Gainesville, GA 30501
- Phone
- (770) 718-0706
- Website
- wicinvest.com
- Regulatory AUM
- $4,225,943,233 in the Form ADV filed April 30, 2026
- Discretionary AUM
- $4,225,943,233
- Accounts
- 568
- Employees
- 13, of which 8 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Private funds
- 3: 3 other private funds
- Gross assets of private funds
- $205,158,114
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 23 | $1.81 billion |
| Pension and profit sharing plans | 19 | $1.46 billion |
| High net worth individuals | 129 | $497.6 million |
| Pooled investment vehicles | 3 | $202.7 million |
| Insurance companies | 2 | $123.6 million |
| Charitable organizations | 16 | $107.7 million |
| Individuals (other than high net worth individuals) | 49 | $17.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.23 billion | March 31, 2026 |
| December 1, 2025 | $3.95 billion | April 28, 2025 |
Other advisers in Georgia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Forest Investment Associates | Atlanta | $5.24 billion | 5 | adviserinfo.sec.gov |
| Fiduciaryvest, LLC | Atlanta | $4.93 billion | Not listed | adviserinfo.sec.gov |
| Ifg Advisory, LLC | Atlanta | $4.76 billion | Not listed | adviserinfo.sec.gov |
| Sage Mountain Advisors, LLC | Atlanta | $4.29 billion | 3 | adviserinfo.sec.gov |
| ZWJ Investment Counsel Inc | Atlanta | $4.23 billion | Not listed | adviserinfo.sec.gov |
| Southeast Asset Advisors, LLC | Thomasville | $4.20 billion | 7 | adviserinfo.sec.gov |
| Clear Investment Research, LLC | Alpharetta | $4.19 billion | Not listed | adviserinfo.sec.gov |
| Aprio Wealth Management, LLC | Atlanta | $4.15 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Georgia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Willis Investment Counsel Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.