Crawford Investment Counsel provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions. Financial planning was provided to 51–100 clients last fiscal year.
Crawford Investment Counsel reports 2,039 clients. They include 1,176 high-net-worth individuals, 767 individual clients, and 43 corporations and other businesses. Of its assets, 100.0% ($9.14B across 4,050 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $109M. It advised 18 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 3% |
| High-net-worth individuals | 58% | 62% |
| Investment companies | <1% | 6% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 2% | 12% |
| Other client typesState or municipal government entities; Insurance companies; Corporations and other businesses; Other | 3% | 16% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 767 | $310M | 3.4% | $404K |
| High-net-worth individuals | 1,176 | $5.69B | 62.2% | $4.84M |
| Investment companies | 3 | $558M | 6.1% | $186M |
| Pension and profit-sharing plans | Fewer than 5 | $4.12M | 0.0% | $4.12M |
| Charitable organizations | 36 | $1.11B | 12.1% | $30.7M |
| State or municipal government entities | 7 | $162M | 1.8% | $23.2M |
| Insurance companies | Fewer than 5 | $66.2M | 0.7% | $22.1M |
| Corporations and other businesses | 43 | $1.2B | 13.2% | $28M |
| Other | Fewer than 5 | $41.4M | 0.5% | $13.8M |
| Total | 2,039 | $9.14B | 100% | — |
- Clients
- 767
- Regulatory AUM
- $310M
- AUM share
- 3.4%
- Avg. per client
- $404K
- Clients
- 1,176
- Regulatory AUM
- $5.69B
- AUM share
- 62.2%
- Avg. per client
- $4.84M
- Clients
- 3
- Regulatory AUM
- $558M
- AUM share
- 6.1%
- Avg. per client
- $186M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.12M
- AUM share
- 0.0%
- Avg. per client
- $4.12M
- Clients
- 36
- Regulatory AUM
- $1.11B
- AUM share
- 12.1%
- Avg. per client
- $30.7M
- Clients
- 7
- Regulatory AUM
- $162M
- AUM share
- 1.8%
- Avg. per client
- $23.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $66.2M
- AUM share
- 0.7%
- Avg. per client
- $22.1M
- Clients
- 43
- Regulatory AUM
- $1.2B
- AUM share
- 13.2%
- Avg. per client
- $28M
- Clients
- Fewer than 5
- Regulatory AUM
- $41.4M
- AUM share
- 0.5%
- Avg. per client
- $13.8M
Total
- Clients
- 2,039
- Regulatory AUM
- $9.14B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 18
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Crawford Investment Counsel charges 0.50%–1.00% a year for its Traditional asset management services (balanced and equity). Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $2,000,000. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$3M | 1.00% |
| $3M and above | 0.50% |
Fee details and sources
Other fees
- Fixed income only account management
- Fixed income only accounts pay 0.40% on the first $5 million, 0.35% on the next $5 million and 0.30% above $10 million, with a $5 million minimum account value.
- Model-based programs
- Model-based program fees are based on the value of client portfolios managed to model strategies, and may include a minimum annual fee.
John Crawford owns 25% to 50% of Crawford Investment Counsel. The leadership team of Crawford Investment Counsel includes President David Crawford, Chief Investment Officer John Crawford and Chief Operating Officer Francis Kimball. It has 54 employees, 27 of them in advisory roles.
Leadership
David CrawfordPresident, Portfolio Manager- Jose RiveraChief Financial Officer
Francis KimballChief Operating Officer
Casey DhandeChief Compliance Officer
John CrawfordChief Investment Officer, Director of Investment, Portfolio Manager- John CrawfordFounder
Investment adviser representatives
22 representatives listed in the SEC register as of 9 October 2026.
- David Robert Bockel JR.
- Benjamin James Boyd
- Thomas John Buehler
- Jonathan David Christiansen
- John Hannon Crawford
- Geoffrey Stewart Delong
- Debra Ann Disimone
- Aaron Ryan Foresman
- Denise-Noelle Catherine Halle'-Lunsway
- Alan Willard Kirchner
- Molly Escott Kittrell
- Boris Kuzmin
- Alan Karlis Lane
- Paul John Marshall
- Jonathan Ross Morgan
- Randy Wright Pirkle
- Robert Harrison Reece
- John Timothy Snavely
- Milton Wells Williams III
Staff
- 54 employees
- 27 in advisory functions
- 24 state-registered reps
- 7 soliciting firms
- Owns 25% to 50% of Crawford Investment Counsel Inc
John Crawford
Control person · since September 1980
- Owns 25% to 50% of Crawford Investment Counsel Inc
David Crawford
Control person · since December 2007
Crawford Investment Counsel’s regulatory assets grew from $7.11B (March 2021) to $9.14B (March 2026); clients were 2,039 in both filings and employees were 54 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $9.14B | 2,039 | 54 | 2 |
| March 2025 | $8.49B | 2,120 | 52 | 1 |
| March 2024 | $7.73B | 2,180 | 53 | 1 |
| June 2023 | $7.38B | 2,147 | 53 | 1 |
| March 2022 | $7.92B | 2,062 | 54 | 2 |
| March 2021 | $7.11B | 2,036 | 53 | 3 |
Besides its headquarters, Crawford Investment Counsel has 1 office (1 private residence, listed without an address), with 1 listed address in Georgia.
Georgia · 1 listed address
- 600 Galleria Parkway, Se, Suite 1650, AtlantaHQ
Other business names
Crawford Investment Counsel has reported 1 other business name to the SEC.
- Crawford Investments
Contact and registration details
- Legal name
- Crawford Investment Counsel Inc
- Headquarters
- 600 Galleria Parkway, Se, Suite 1650, Atlanta, GA 30339
- Website
- Not reported
- Phone
- 770-859-0045
- @crawford-investment-counsel
- SEC file
- 801-15563
- Structure
- Georgia corporation
- Fiscal year end
- December
Crawford Investment Counsel uses Fidelity ($3.69B, 63%) and Charles Schwab ($2.17B, 37%) as custodians for its separately managed accounts. Crawford Investment Counsel has custody of $1.4B in client assets for 287 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $2.17B37%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $3.69B63%
At year end, Crawford Investment Counsel’s separately managed accounts were mostly in stocks (65%) and bonds (27%). Its reported 13F holdings for the quarter ended 30 June 2026 total $6B across 306 positions; the largest are Abbvie Inc. (3.4%), Microsoft Corp. (2.8%) and Johnson Controls Internation (2.8%).
What the accounts hold
- Stocks65%
- Funds2%
- Bonds27%
- State and local bonds16%
- Investment grade corporate bonds8%
- U.S. government and agency bonds3%
- Cash6%
Reported 13F holdings
- $6B
- Reported 13F value
- 306
- Positions
- 24.0%
- In the 10 largest
- +2.5%
- Value vs. prior quarter
- Abbvie Inc.3.4%
- Microsoft Corp.2.8%
- Johnson Controls Internation2.8%
- PNC Finl Svcs Group Inc.2.3%
- Astrazeneca PLC2.2%
- American Elec Pwr CO Inc.2.2%
- Philip Morris Intl Inc.2.2%
- Coca Cola CO2.1%
- WEC Energy Group Inc.2.0%
- Medtronic PLC2.0%
Together, the ten largest are 24.0% of reported value.
How many clients does Crawford Investment Counsel have?
Crawford Investment Counsel has 2,039 clients and manages $9.14 billion for them, as of March 2026. They include 1,176 high-net-worth individuals, 767 individual clients, and 43 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Crawford Investment Counsel offer?
Crawford Investment Counsel provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Crawford Investment Counsel charge?
Crawford Investment Counsel charges 0.50%–1.00% a year for its Traditional asset management services (balanced and equity). Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $2,000,000.
Source: CRAWFORD INVESTMENT COUNSEL FORM ADV PART 2A, filed 31 March 2026
Which custodians does Crawford Investment Counsel use?
Crawford Investment Counsel’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $3.69B and Charles Schwab & Co., Inc. (San Francisco, CA), with $2.17B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Crawford Investment Counsel have?
Crawford Investment Counsel has 24 investment adviser representatives registered with state securities authorities, out of 54 employees, and 27 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Crawford Investment Counsel invest in?
At the end of its last fiscal year, Crawford Investment Counsel’s separately managed accounts held 65% exchange-traded equities, 16% state and local bonds, 8% investment grade corporate bonds, 6% cash and equivalents, 3% U.S. government and agency bonds and 2% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Crawford Investment Counsel have a minimum investment?
Yes, Crawford Investment Counsel’s minimum account size for its Traditional asset management services (balanced and equity) is $2M.
Source: CRAWFORD INVESTMENT COUNSEL FORM ADV PART 2A, filed 31 March 2026
Who owns Crawford Investment Counsel?
Crawford Investment Counsel’s direct owners are John Crawford and David Crawford, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Crawford Investment Counsel get paid?
Crawford Investment Counsel is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Crawford Investment Counsel registered with the SEC?
Yes, Crawford Investment Counsel has been registered with the SEC as an investment adviser since 15 October 1980. Its CRD number is 110271 and its SEC file number is 801-15563.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Crawford Investment Counsel?
Crawford Investment Counsel’s main office is at 600 Galleria Parkway, Se, Suite 1650, Atlanta, GA 30339. Its phone number is 770-859-0045.