Crawford Investment Counsel Inc is a large advisory firm based in Atlanta. It manages $5.66 billion of regulatory assets for 3,128 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 35 other states.
Crawford Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Crawford Investment Counsel Inc is $5.66 billion. The firm's AUM has grown by 359% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Crawford Investment Counsel Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, investment companies, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Crawford Investment Counsel is high net worth individuals with 918 clients and $2.84 billion of assets under management. Among the 10 most similar advisory firms, Crawford Investment Counsel has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $5.65 billion for 3,127 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Crawford Investment Counsel doesn't advise any private funds.
The company employs 48 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. 20 employees are registered as investment adviser representatives with the state securities authorities.
There are 6 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Crawford Investment Counsel Inc performs its advisory services is located at 600 Galleria Parkway, Se, Atlanta, GA 30339, which is also the mailing address of the firm. An additional office of the firm is in Ponte Vedra, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 770-859-0045 or by fax 770-859-0049. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at crawfordinvestment.com/.