WILLIS INVESTMENT COUNSEL INC
SEC RegisteredMarking over four decades of risk evaluation, investment management, and client counsel.
About the firm
Willis Investment Counsel was established in 1979 and manages approximately $4.3 billion in client assets. The firm is 100% employee-owned and operates as a fully independent, fiduciary firm. For 47 years, it has managed client portfolios navigating numerous economic, geopolitical, and market cycles and environments.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management strategies tailored to clients' investment objectives, risk tolerance, cash flow needs, and tax considerations, serving private wealth, institutions, foundation and endowment funds, and retirement plans.
Who they serve
Corporations, endowment funds, trusts, 401(k) plans, and private clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 49 | $17M |
| High Net Worth Individuals | 129 | $498M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 3 | $203M |
| Charitable Organizations | 19 | $1.5B |
| State/Municipal Entities | 16 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 2 | — |
| Corporations | 0 | $0 |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| 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% |
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WILLIS INVESTMENT COUNSEL INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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