Willis Investment Counsel Inc
● SEC registered since 1983CRD 111042SEC# 801-18528Gainesville, GA
Ranks #1,473 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$4.23B
Fund GAV
$205.2M
Private funds
3
Employees
13
Accounts
568
Location
Gainesville, GA
Willis Investment Counsel Inc assets under management
Willis Investment Counsel Inc operates as an SEC-registered investment adviser based in Gainesville, GA. The firm has been registered since 1983. It reports $4.2 billion in regulatory assets under management and employs 13 people. Willis Investment Counsel Inc manages 3 private funds with combined gross assets of $205.2 million, including Wic Managed Volatility and Income Fund, L.P. By regulatory assets, it ranks 1,473 of 6,004 private fund managers.
Willis Investment Counsel Inc private funds
3 funds · $205.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wic Managed Volatility and Income Fund, L.P. | Other Private | $144.4M | $1M |
| Wic Small Cap Value Fund, L.P. | Other Private | $31.9M | $100K |
| Wic Managed Volatility and Income Fund Qp, L.P. | Other Private | $28.8M | $1M |
Willis Investment Counsel Inc owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Joseph Kilroy Control | Principal, And President | 10-25% | 2011 |
| John Michael Lewis | Principal, And Portfolio Manager | Under 5% | 2020 |
| Kelli M Wright Control | Principal, Vp Of Operations And Trading And Chief Compliance Officer | 5-10% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Willis Investment Counsel Inc manage?
Willis Investment Counsel Inc reports $4.2 billion in regulatory assets under management on its Form ADV.
How many private funds does Willis Investment Counsel Inc manage?
Willis Investment Counsel Inc manages 3 private funds with combined gross assets of $205.2 million.
How many employees does Willis Investment Counsel Inc have?
Willis Investment Counsel Inc reports 13 employees.
Where is Willis Investment Counsel Inc located?
Willis Investment Counsel Inc is based in Gainesville, GA and has been SEC-registered since 1983.
Does Willis Investment Counsel Inc disclose fund performance?
Willis Investment Counsel Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 710 Green Street, Gainesville, GA 30501 |
| Phone | 770-718-0706 |
| Fax | 770-718-0805 |
| Office hours | 8:30 - 5:30 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1310929 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.23B▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
AUM vs fund managersTop 25%
Larger than 75% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$4.23Bregulatory AUM
Discretionary $4.23B