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Willis Investment Counsel, Inc.

EST. AUM
$4,225,943,233

CONTACTS
1

CLIENT ACCOUNTS
568

Firm Details

Metro area Atlanta
CRD Number 111042
Website wicinvest.com
Client types

Overview

Willis Investment Counsel is a fully independent, 100% employee-owned RIA founded in 1979, headquartered in Gainesville, Georgia. Serving individuals, high-net-worth clients, corporations, endowments, and retirement plans, WIC blends fiduciary investment advice with a client-driven philosophy. Their portfolios span equities, fixed income, and balanced assets, tailored by risk profile, goals, cash flow, and taxation. WIC prioritizes simplicity, transparency, and long-term relationships, with its leadership and employees co-invested alongside clients to ensure aligned interests.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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