Wealth manager, independent · Atlanta, GA
Crawford Investment Counsel Inc
SEC-registered investment adviser · CRD 110271 · SEC 801-15563
At a glance
Crawford Investment Counsel Inc is an SEC-registered investment adviser based in Atlanta, Georgia, with $9.1B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 1,943 individual clients, 1,176 of them high-net-worth, holding an average of about $3.1 million each, and 54 employees. That ranks it 111th among the nation’s 5,657 independent wealth management RIAs and 5th of 171 in Georgia. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 770-859-0045crawfordinvestment.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $9.1B
- Rank among independent wealth managers
- #111 of 5,657
- Rank among all SEC RIAs
- #1,454 of 17,210
- Rank in Georgia
- #5 of 171
- Individual clients
- 1,943
- High-net-worth clients
- 1,176
- Accounts
- 4,050
- Discretionary
- 100% of AUM
- Employees
- 54
- Advisory staff
- 27
- Offices
- 2
Owners and executives on its Form ADV
- John H. CrawfordFounder
- John H. CrawfordChief Investment Officer, Director of Investment, Portfolio Manager
- David B. CrawfordPresident, Portfolio Manager
- Casey K. DhandeChief Compliance Officer
- Francis S. KimballChief Operating Officer
- Jose A. RiveraChief Financial Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Crawford Investment Counsel Inc reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,176 | $5.7B | 62% |
| Corporations or other businesses | 43 | $1.2B | 13% |
| Charitable organizations | 36 | $1.1B | 12% |
| Investment companies | 3 | $558M | 6% |
| Individuals | 767 | $310M | 3% |
| State or municipal government entities | 7 | $162M | 2% |
| Insurance companies | 3 | $66M | <1% |
| Other | 3 | $41M | <1% |
| Pension and profit sharing plans | 1 | $4M | <1% |
Disciplinary disclosures
Crawford Investment Counsel Inc answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗crawfordinvestment.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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- Rank against 437 peers of its type and size
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- 6 namedLocked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Georgia
All of Georgia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Osaic Advisory Services, LLCAtlanta | $15B | 29,516 |
| Openarc Corporate Advisory, LLCAtlanta | $10B | 3,841 |
| Signaturefd, LLCAtlanta | $9.7B | 1,891 |
| Arkadios Wealth AdvisorsAtlanta | $8.8B | 14,320 |
| Nicholas Hoffman & Company, LLCAtlanta | $8.3B | 399 |
| Capital Investment Advisors, LLCAtlanta | $8.2B | 6,014 |
Background
Questions
How much does Crawford Investment Counsel Inc manage?
Crawford Investment Counsel Inc reports $9.1B in regulatory assets under management across 4,050 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Crawford Investment Counsel Inc have?
It reports 1,943 individual clients: 1,176 high-net-worth individuals and 767 other individuals. Individuals account for about 66% of its regulatory assets.
Where is Crawford Investment Counsel Inc headquartered?
Its main office is in Atlanta, Georgia. It reports 2 offices in total and 54 employees, 27 of whom perform investment advisory functions.
How does Crawford Investment Counsel Inc charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Crawford Investment Counsel Inc use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Fidelity ($3.7B); Charles Schwab ($2.2B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Crawford Investment Counsel Inc a hybrid RIA with a broker-dealer?
Crawford Investment Counsel Inc reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Crawford Investment Counsel Inc a fiduciary?
As an SEC-registered investment adviser, Crawford Investment Counsel Inc owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Crawford Investment Counsel Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →