Willis Investment Counsel Inc

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Assets, Funds, Holdings

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CAFR Data
Willis Investment Counsel Inc
CRD #111042
SEC #801-18528
CIK #1310929, 1668635, 1510395, 830296, 1462866
AUM $2.2 BB (100% Disc, 100% US)
Employees13 (69% Investors, 0% Brokers)
Phone770-718-0706
Address710 Green Street
Gainesville, GA 30501
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
5.04.03.02.01.00.02000200620132020
Sector Holding Cap ($MM) Value ($MM)
INTC239,910.033.2
CSCO228,550.032.1
PFE230,400.031.7
JNJ369,000.031.2
MSFT865,660.026.2
MCD138,580.022.9
XOM337,850.022.6
PAYX27,840.022.5
PEP163,770.022.4
GPC15,520.021.5
View All
Holdings by Sector ($)
1.31.00.80.50.30.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other WIC Managed Volatility and Income Fund QP LP [2016-03-08] 26.9 26.0
Other WIC Value Fund LP [2015-09-25] 5.5 6.5
Other WIC Managed Volatility and Income Fund LP [2011-01-14] 92.7 136.4
Other WIC Small Cap Value Fund LP [2009-04-28] 13.9 22.6
View All
Fund Directors # Filings # Firms 2011 - 2020
Robert Willis Jr 4 1
Peter Miller 3 1
Robert Pennington 2 1
James Kilroy 2 1
Robert Willis 2 1
James Kilroy IV 2 1
Wendell Starke 2 1
Pamela Burdett Willis 1 1
Pamela Willis 1 1
Julie Skaggs 1 1
Comparable Firms State AUM ($BB)
Evergreen Capital Management LLC
WA 2.2
Annis Gardner Whiting Capital Advisors LLC
FL 2.2
Beacon Pointe Wealth Advisors LLC
CA 2.2
Capital Directions LLC
GA 2.2
Signature Investment Advisors LLC
CA 2.2
B Riley Wealth Management Inc
TN 2.2
Tanager Financial Services Inc
MA 2.2
ARGI Investment Services LLC
KY 2.2
Palladium Partners LLC
VA 2.2
Haldor Investment Advisors LP
MA 2.2
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