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Principal, VP of Operations and Trading and Chief Compliance Officer · Willis Investment Counsel Inc

Kelli M Wright

CRD 4641985 · 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 Kelli M Wright on its Form ADV as Principal, VP of Operations and Trading and Chief Compliance Officer, a control person.

Firms and roles

  • Willis Investment Counsel IncPrincipal, VP of Operations and Trading and Chief Compliance OfficerAsset manager · Gainesville, GA · $4.2B in regulatory assets

AtlasMembers

Kelli’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
  • John M. LewisPrincipal, and Portfolio Manager, Willis Investment Counsel Inc
  • Tracey A. PattonPrincipal, and Senior Analyst, Willis Investment Counsel Inc

1 more person named with Kelli on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kelli’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.