Principal, and Portfolio Manager · Willis Investment Counsel Inc
John M. Lewis
CRD 6380582 · Named on Form ADV at one SEC-registered adviser
At a glance
Willis Investment Counsel Inc, an SEC-registered asset manager based in Gainesville, GA with $4.2 billion in regulatory assets, lists John M. Lewis on its Form ADV as Principal, and Portfolio Manager.
Firms and roles
- Willis Investment Counsel IncPrincipal, and Portfolio ManagerAsset manager · Gainesville, GA · $4.2B in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Natalie R. ChallenPrincipal, and Director of Relationship Management, Willis Investment Counsel Inc
- Robert T. WillisPrincipal, CEO and CIO, Willis Investment Counsel Inc
- James J. KilroyPrincipal, and President, Willis Investment Counsel Inc
- Kelli M WrightPrincipal, VP of Operations and Trading and Chief Compliance Officer, Willis Investment Counsel Inc
- Tracey A. PattonPrincipal, and Senior Analyst, Willis Investment Counsel Inc
1 more person named with John on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.