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Jose Rivera

Chief Financial Officer at Crawford Investment Counsel

Firm officerUpdated

Jose Rivera has been Chief Financial Officer of Crawford Investment Counsel Inc, an Atlanta, GA investment adviser managing $9.14B, since November 2021.

4
Years in role
$9.14B
Firm AUM
2,039
Firm clients
27
Firm advisers

From Form ADV filed 31 March 2026Form ADV

Career

Jose Rivera is a control person of Crawford Investment Counsel and directly owns under 5% of it.

Crawford Investment Counsel is an investment adviser based in Atlanta, GA, registered with the SEC since 1980. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $9.14 billion, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
5950942
Firm
Crawford Investment Counsel · CRD 110271
Role
Chief Financial Officer
In role since
November 2021 · 4 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Atlanta, GA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jose Rivera work?

Jose Rivera has been Chief Financial Officer of Crawford Investment Counsel Inc since November 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

How can I verify Jose Rivera’s record?

Jose Rivera’s role is listed on Crawford Investment Counsel Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 110271.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Crawford Investment Counsel

Sources

  1. IAPD individual lookup, CRD 5950942, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Crawford Investment Counsel Inc, filed 31 March 2026. Title, control and ownership bands.