WILLIS INVESTMENT COUNSEL INC
CRD #111042 SEC #801-18528 GAINESVILLE, GA 770-718-0706
SEC Registered Private Funds
Total AUM
$4B
Discretionary
$3.9B
Employees
13
Clients
25
Accounts
511
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $4B | $3.9B | $21.3M | 13 | 0 |
| Mar 2025 | $4B | $3.9B | $21.3M | 13 | 0 |
| Oct 2024 | $3.5B | $3.4B | $22.8M | 12 | 0 |
| Apr 2024 | $3.5B | $3.4B | $22.8M | 11 | 0 |
| Mar 2024 | $3.5B | $3.4B | $22.8M | 11 | 0 |
| Sep 2023 | $3.4B | $3.4B | $31M | 12 | 0 |
| Apr 2023 | $3.4B | $3.4B | $31M | 11 | 0 |
| Mar 2023 | $3.4B | $3.4B | $31M | 11 | 0 |
| Mar 2022 | $3.6B | $3.6B | $29.2M | 11 | 0 |
| Apr 2021 | $2.9B | $2.9B | $32M | 11 | 0 |
| Mar 2021 | $2.9B | $2.9B | $32M | 11 | 0 |
| Oct 2020 | $2.6B | $2.6B | $0 | 13 | 0 |
| Jun 2020 | $2.6B | $2.6B | $0 | 13 | 0 |
| Mar 2020 | $2.6B | $2.6B | $0 | 13 | 0 |
| Apr 2019 | $2.2B | $2.2B | $0 | 13 | 0 |
| Mar 2019 | $2.2B | $2.2B | $0 | 13 | 0 |
| Apr 2018 | $2.2B | $2.2B | $0 | 13 | 0 |
| Mar 2018 | $2.2B | $2.2B | $0 | 13 | 0 |
| Apr 2017 | $1.9B | $1.6B | $259M | 13 | 200 |
| Mar 2017 | $1.9B | $1.6B | $259M | 13 | 200 |
| Mar 2016 | $1.6B | $1.4B | $213.2M | 14 | 200 |
| Dec 2015 | $1.6B | $1.4B | $184.8M | 12 | 100 |
| Jun 2015 | $1.6B | $1.4B | $184.8M | 12 | 100 |
| Mar 2015 | $1.6B | $1.4B | $184.8M | 12 | 100 |
| Aug 2014 | $1.4B | $1.3B | $168.7M | 12 | 100 |
| Mar 2014 | $1.4B | $1.2B | $151.4M | 12 | 100 |
| Sep 2013 | $1.2B | $1.1B | $122.9M | 11 | 100 |
| Mar 2013 | $1.2B | $1.1B | $122.9M | 11 | 100 |
| Oct 2012 | $1.1B | $1B | $108.2M | 6 | 123 |
| Mar 2012 | $1.1B | $984.3M | $99.2M | 6 | 123 |
| Apr 2011 | $980.1M | $898.4M | $81.7M | 10 | -- |
| Mar 2011 | $980.1M | $898.4M | $81.7M | 10 | -- |
| Mar 2010 | $824.1M | $765.9M | $58.2M | -- | -- |
| Mar 2009 | $557.8M | $521.6M | $36.2M | -- | -- |
| May 2007 | $639.9M | $271.2M | $368.7M | 10 | -- |
| Nov 2005 | $160M | $147M | $13M | 10 | -- |
| Sep 2005 | $160M | $147M | $13M | 10 | -- |
| Aug 2004 | $133M | $118M | $15M | 10 | -- |
| Jul 2004 | $149M | $134M | $15M | 10 | -- |
| Jul 2004 | $125M | $110M | $15M | 10 | -- |
| Jun 2001 | $65M | $60M | $5M | 5 | -- |
DateApr 2025
Total AUM$4B
Discretionary$3.9B
Non-Disc.$21.3M
Employees13
Clients0
DateMar 2025
Total AUM$4B
Discretionary$3.9B
Non-Disc.$21.3M
Employees13
Clients0
DateOct 2024
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$22.8M
Employees12
Clients0
DateApr 2024
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$22.8M
Employees11
Clients0
DateMar 2024
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$22.8M
Employees11
Clients0
DateSep 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$31M
Employees12
Clients0
DateApr 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$31M
Employees11
Clients0
DateMar 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$31M
Employees11
Clients0
DateMar 2022
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$29.2M
Employees11
Clients0
DateApr 2021
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$32M
Employees11
Clients0
DateMar 2021
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$32M
Employees11
Clients0
DateOct 2020
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees13
Clients0
DateApr 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees13
Clients0
DateApr 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees13
Clients0
DateApr 2017
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$259M
Employees13
Clients200
DateMar 2017
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$259M
Employees13
Clients200
DateMar 2016
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$213.2M
Employees14
Clients200
DateDec 2015
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$184.8M
Employees12
Clients100
DateJun 2015
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$184.8M
Employees12
Clients100
DateMar 2015
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$184.8M
Employees12
Clients100
DateAug 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$168.7M
Employees12
Clients100
DateMar 2014
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$151.4M
Employees12
Clients100
DateSep 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$122.9M
Employees11
Clients100
DateMar 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$122.9M
Employees11
Clients100
DateOct 2012
Total AUM$1.1B
Discretionary$1B
Non-Disc.$108.2M
Employees6
Clients123
DateMar 2012
Total AUM$1.1B
Discretionary$984.3M
Non-Disc.$99.2M
Employees6
Clients123
DateApr 2011
Total AUM$980.1M
Discretionary$898.4M
Non-Disc.$81.7M
Employees10
Clients--
DateMar 2011
Total AUM$980.1M
Discretionary$898.4M
Non-Disc.$81.7M
Employees10
Clients--
DateMar 2010
Total AUM$824.1M
Discretionary$765.9M
Non-Disc.$58.2M
Employees--
Clients--
DateMar 2009
Total AUM$557.8M
Discretionary$521.6M
Non-Disc.$36.2M
Employees--
Clients--
DateMay 2007
Total AUM$639.9M
Discretionary$271.2M
Non-Disc.$368.7M
Employees10
Clients--
DateNov 2005
Total AUM$160M
Discretionary$147M
Non-Disc.$13M
Employees10
Clients--
DateSep 2005
Total AUM$160M
Discretionary$147M
Non-Disc.$13M
Employees10
Clients--
DateAug 2004
Total AUM$133M
Discretionary$118M
Non-Disc.$15M
Employees10
Clients--
DateJul 2004
Total AUM$149M
Discretionary$134M
Non-Disc.$15M
Employees10
Clients--
DateJul 2004
Total AUM$125M
Discretionary$110M
Non-Disc.$15M
Employees10
Clients--
DateJun 2001
Total AUM$65M
Discretionary$60M
Non-Disc.$5M
Employees5
Clients--