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Crawford Investment Counsel Inc

Updated today

Client assets under management

$5,998,976,027

Clients

1,943

61% high-net worth

Advisors

22

of 54 employees

Firm type

Multi Team

Clients per advisor

88

High

Average account size

$3,087,481

About

Crawford Investment Counsel provides discretionary portfolio management and financial planning to a broad client mix that includes individuals (including high‑net‑worth clients), registered investment companies, pension and profit‑sharing plans, trusts, estates, charitable organizations, municipalities, Taft‑Hartley plans, corporations and other business entities. Its services are delivered through traditional separately managed accounts, wrap‑fee programs, model‑based programs and by acting as investment adviser to several mutual funds.

The firm employs a bottom‑up, value‑oriented approach with a pronounced emphasis on dividend‑paying, higher‑quality companies across its equity strategies and a credit‑focused, diversification‑oriented approach for fixed‑income mandates. Portfolio management is continuous and typically discretionary, with distinct strategies (e.g., Dividend Growth, Dividend Yield, Core, Small Cap, SMID, Managed Income, Intermediate Core and Municipal bond strategies) that are implemented by the investment team and can accommodate client‑imposed restrictions.

Distinctive aspects of Crawford relative to many multi‑team peers include its role as adviser to multiple registered investment companies and its explicit servicing of municipal and other institutional clients. The firm also makes performance‑based fee arrangements available on an exception basis for qualified clients and routinely participates as a sub‑advisor in wrap programs and in referral networks, which can influence custody and brokerage arrangements.

Client services

Financial planning Portfolio management

Expertise

Wealth management Active portfolio management General retirement planning

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $3,000,000: 1.00% $3,000,001+: 0.50% $0 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.35% $10,000,001+: 0.30%

Performance-based

Performance fees offered on exception basis for clients with at least $50 million AUM; details negotiated with client

Other

Account minimum: $2,000,000 for balanced and equity only accounts; $5,000,000 for fixed income only accounts; $50,000,000 for performance-based fee clients Minimum fee: Minimum annual fee may be assessed quarterly in programs with reduced minimums; specific amounts not stated

Main office location

Crawford Investment Counsel Inc

600 Galleria Parkway, Se, Suite 1650

Atlanta GA 30339, United States

Number of offices

2

Most active in

Alabama · Arizona · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Paul M

CFA®

Atlanta, GA

Crawford Investment Counsel Inc

Paul Marshall is a CFA® charterholder based in Atlanta, GA, with 10 years of industry experience. He has been with Crawford Investment Counsel Inc since 2015. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individual clients, institutions, and other entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages a range of equity and fixed income strategies, including several mutual funds for which it serves as adviser.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
user avatar

Debra D

Series 63, Series 65

Atlanta, GA

Crawford Investment Counsel Inc

Debra Disimone is a financial advisor at Crawford Investment Counsel Inc in Atlanta, GA, with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Crawford Investment Counsel since 2003. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities across equity and fixed income strategies, managing portfolios primarily on a discretionary basis.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
user avatar

Randy P

Series 63, Series 65

Atlanta, GA

Crawford Investment Counsel Inc

Randy Pirkle is a financial advisor with Crawford Investment Counsel Inc in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 50 years of industry experience. He has been with Crawford Investment Counsel since 2014. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach with a focus on dividend-paying equities and income-producing fixed income securities, managing portfolios primarily on a discretionary basis.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
user avatar

Boris K

CFA®

Atlanta, GA

Crawford Investment Counsel Inc

Boris Kuzmin is a CFA® charterholder based in Atlanta, GA, with six years of industry experience. He has been with Crawford Investment Counsel Inc since 2005. Crawford Investment Counsel provides discretionary portfolio management and advisory services to a diverse client base including high net worth individuals, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages portfolios across equity and fixed income strategies with a longer-term perspective.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
user avatar

Molly E

Series 63, Series 65

Atlanta, GA

Crawford Investment Counsel Inc

Molly Escott Kittrell is a financial advisor at Crawford Investment Counsel Inc with 10 years of industry experience. She holds Series 63 and Series 65 designations and has been with Crawford Investment Counsel since 2014. Crawford Investment Counsel provides discretionary portfolio management and advisory services to a diverse client base including high net worth individuals, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on income-producing securities and manages portfolios primarily on a discretionary basis with an emphasis on fundamental credit analysis and diversification.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
user avatar

Milton W

Series 63

Atlanta, GA

Crawford Investment Counsel Inc

Milton Williams is a financial advisor at Crawford Investment Counsel Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Crawford Investment Counsel since 1994. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to individual clients, pension plans, trusts, estates, charitable organizations, municipalities, and other business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities across equity and fixed income strategies, managing portfolios primarily on a discretionary basis.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
user avatar

Denise Noelle H

Series 65

Atlanta, GA

Crawford Investment Counsel Inc

Denise Noelle Halle' Lunsway is a financial advisor at Crawford Investment Counsel Inc in Atlanta, GA, holding a Series 65 credential with three years of industry experience. She has worked at Crawford Investment Counsel since 2017, with prior experience at Willis Towers Watson. Crawford Investment Counsel provides discretionary portfolio management and advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focusing on dividend-paying equities and income-producing fixed income securities, managing portfolios primarily on a discretionary basis.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
user avatar

Leslie K

Series 65

Atlanta, GA

Crawford Investment Counsel Inc

Leslie Krone is a financial advisor at Crawford Investment Counsel Inc in Atlanta, GA, with 10 years of industry experience. She holds the Series 65 designation and has been with Crawford Investment Counsel since 2005. Outside of her advisory role, she owns and operates Thyme Saving Cuisine/Good Health Sense, a personal chef and health coaching business. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individual clients, pension plans, trusts, charitable organizations, and other entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages portfolios across equity and fixed income strategies.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
user avatar

Marjorie S

Series 63, Series 65

Atlanta, GA

Crawford Investment Counsel Inc

Marjorie Scanlon is a financial advisor at Crawford Investment Counsel Inc with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bravaldo Capital Advisors, Berman Capital Advisors, Edge Capital Group, and Cornerstone Investment Partners. Crawford Investment Counsel provides discretionary portfolio management and advisory services to a diverse client base, including high net worth individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focusing on higher-quality, income-producing securities across various equity and fixed income strategies.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
user avatar

Robert R

Series 65

Atlanta, GA

Crawford Investment Counsel Inc

Robert Reece is a financial advisor at Crawford Investment Counsel Inc in Atlanta, GA, holding a Series 65 designation with nine years of industry experience. He has been with Crawford Investment Counsel since 2016, following four years at the University of South Carolina. Crawford Investment Counsel, Inc. provides discretionary portfolio management and advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities across various equity and fixed income strategies, managing portfolios primarily on a discretionary basis.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
user avatar

John S

CFA®, Series 63, Series 66

Atlanta, GA

Crawford Investment Counsel Inc

John Snavely is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Crawford Investment Counsel Inc since 2012. He holds Series 63 and Series 66 licenses and is based in Atlanta, GA. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and municipalities. The firm follows a bottom-up, value-oriented investment approach focusing on higher-quality, income-producing securities and manages portfolios primarily on a discretionary basis.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
user avatar

Thomas B

CFA®, Series 63

Atlanta, GA

Crawford Investment Counsel Inc

Thomas Buehler is a CFA® charterholder with 15 years of industry experience. He has been with Crawford Investment Counsel, Inc. since 2005. The firm provides discretionary portfolio management and advisory services to a diverse client base including high net worth individuals, pension plans, trusts, and charitable organizations. Crawford’s investment approach is bottom-up and value-oriented, focusing on higher-quality, income-producing securities across equity and fixed income strategies.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
user avatar

Alan L

CFP®, Series 63, Series 65

Atlanta, GA

Crawford Investment Counsel Inc

Alan Lane is a CFP® with nine years of industry experience, currently serving as a financial advisor at Crawford Investment Counsel Inc. He has held roles at several firms, including Tidal Creek Capital Advisors and LPL Financial LLC. Crawford Investment Counsel, Inc. provides discretionary portfolio management and advisory services to individual clients, pension plans, trusts, charitable organizations, municipalities, and other business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities across equity and fixed income strategies, managing portfolios primarily on a discretionary basis.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
user avatar

David B

CFP®, Series 63, Series 65

Atlanta, GA

Crawford Investment Counsel Inc

David Bockel is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Crawford Investment Counsel Inc, where he has worked since 2022. His prior experience includes roles at Resource Planning Group, Ltd., Old Ivy Asset Management, LLC, Alps Distributors, Inc., and Caldwell & Orkin, Inc. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to individual clients, pension plans, trusts, charitable organizations, municipalities, and other entities. The firm employs a bottom-up, value-oriented investment approach focusing on dividend-paying equities and income-producing fixed income securities, managing portfolios primarily on a discretionary basis.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
user avatar

David C

CFA®

Atlanta, GA

Crawford Investment Counsel Inc

David Crawford is a CFA® charterholder with 22 years of industry experience. He has been with Crawford Investment Counsel, Inc. since 1992. Crawford Investment Counsel, Inc. provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages portfolios across equity and fixed income strategies on a discretionary basis.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
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