James Joseph Kilroy IV
Investment Adviser Representative at WILLIS INVESTMENT COUNSEL INC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Joseph Kilroy IV has worked in the securities industry since 2017. They have passed the Series 65, 63, and 7 examinations. They are registered to provide investment advisory services in Georgia.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Bond Only - First $2M | 0.55% |
| Bond Only - Next $1M | 0.45% |
| Bond Only - Over $3M | 0.40% |
| Core Equity/SCV/Balanced - First $5M | 1.00% |
| Core Equity/SCV/Balanced - Over $5M | 0.50% |
| Cash Management Treasury Strategy - Flat | 0.20% |
| WIC Managed Volatility and Income Fund - First $2M | 1.00% |
| WIC Managed Volatility and Income Fund - Next $1M | 0.80% |
| WIC Managed Volatility and Income Fund - Over $3M | 0.65% |
Firm-stated minimum; may be waived at the firm's discretion.
Willis Investment Counsel Inc Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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