SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Crawford Investment Counsel Inc
Atlanta, GA
CRD 110271
Firm filing updated March 31, 2026 ·
- $9.1BAssets
- 27Advisory staff
- 4,050Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals1,176
- Individuals767
- Corporations or other businesses43
- Charities36
- State or municipal government entities (including government pension plans)7
- and 1 more3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 767 | $310.1 million |
| High net worth individuals | 1,176 | $5.7 billion |
| Investment companies | 3 | $557.9 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $4.1 million |
| Charitable organizations | 36 | $1.1 billion |
| State or municipal government entities (including government pension plans) | 7 | $162.4 million |
| Insurance companies | Fewer than 5 clients | $66.2 million |
| Corporations or other businesses not listed above | 43 | $1.2 billion |
| Other: "UNION" | Fewer than 5 clients | $41.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
See all 4 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$9.1 billion
- Accounts4,050
- DiscretionaryAll accounts
People
- Employees54
- Advisory staff27
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients51 to 100
Advisors
8 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 110271, SEC file 801-15563.
- Registered with the SEC as an investment advisor (status date on record: October 15, 1980).
Is Crawford Investment Counsel Inc a fiduciary?
Short answer: Crawford Investment Counsel Inc is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.