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| Willis Investment Counsel Inc
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| CRD # | 111042 |
| SEC # | 801-18528 |
| CIK # | |
| AUM | 4,225.9 M (2026-04-30) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 770-718-0706 |
| Address | 710 Green Street Gainesville, GA 30501 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | WIC Managed Volatility and Income Fund QP LP | [2016-03-30] | 62.2 M | 28.8 M |
| Filed 2026-02-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $150,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | WIC Managed Volatility and Income Fund LP | [2012-03-30] | 92.7 M | 144.4 M |
| Filed 2013-11-25 (D/A) · Exemption 506(b) · Minimum $39,880 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | WIC Small Cap Value Fund LP | [2012-03-30] | 52.6 M | 31.9 M |
| Filed 2025-12-11 (D/A) · Exemption 506(b) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | WIC Value Fund LP | [2012-03-30] | 5.5 M | 15.9 M |
| Filed 2015-09-25 (D) · Exemption 506(b) · Minimum $22,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 0.0 |
| (b) Individuals (high net worth individuals) | 129 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.2 |
| (g) Pension and profit sharing plans | 19 | 1.5 |
| (h) Charitable organizations | 16 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 568 | 4.2 |
| By Discretionary | ||
| Discretionary | 568 | 4.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 568 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 568 | 4.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Peter Miller | Promoter | 37 | 2 | |
| Robert Willis | Promoter | 17 | 2 | |
| Robert Willis Jr | Promoter | 8 | 2 | |
| James Kilroy IV | Promoter | 7 | 2 | |
| Robert Pennington | Promoter | 7 | 2 | |
| Brett Slattery | Promoter | 3 | 2 | |
| Wendell Starke | Promoter | 2 | 1 | |
| James Kilroy | Promoter | 2 | 1 | |
| Pamela Burdett Willis | Promoter | 1 | 1 | |
| Pamela Willis | Promoter | 1 | 1 | |
| Julie Skaggs | Promoter | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Clients | 5 |
| Serves | Institutional, Retail, Research |
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