The WILLIS INVESTMENT COUNSEL INC is a privately held investment adviser that advises $4.23Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. WILLIS INVESTMENT COUNSEL INC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 43.81% over the last 5-years.
The Group has been registered with the SEC for 43.39 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 710 GREEN STREET, GAINESVILLE, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 8 investment and 5 non-investment staff. The total number of Employees increased by 18.18% over the last 5-years.
Their $4.23Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 60 other accounts. Assets of Corporations or Other Businesses clients own $1.81Bn or 42.86% of Total Assets and Pension and Profit Sharing Plans-Private own $1.46Bn or 34.64% of Total Assets.
The Group's top investment strategies include Derivatives and Long/Short Equity, representing 84.44% and 15.56% of total assets, respectively.
They advise 7 types of clients, top clients are Corporations or Other Businesses and Pension and Profit Sharing Plans-Private.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
WILLIS INVESTMENT COUNSEL INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.