WILLIS INVESTMENT COUNSEL INC of GAINESVILLE, GA is an SEC-registered investment adviser (CRD 111042). Regulatory assets under management: $4.2B.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos.
| Name | Role | Location |
|---|---|---|
| John Michael Lewis | PRINCIPAL, AND PORTFOLIO MANAGER | Dallas, TX |
| Robert Thomas Willis | PRINCIPAL, AND CEO; PRINCIPAL, CEO AND CIO | — |
| James Joseph Kilroy | PRINCIPAL, AND PRESIDENT | — |
| Kelli M Wright | PRINCIPAL, VP OF OPERATIONS AND TRADING AND CHIEF COMPLIANCE OFFICER | — |
| Brett Michael Slattery | PRINCIPAL, AND CHIEF INVESTMENT OFFICER | — |
| Natalie Rose Challen | PRINCIPAL, AND DIRECTOR OF RELATIONSHIP MANAGEMENT | — |
| Tracey Anna Patton | PRINCIPAL, AND SENIOR ANALYST | — |
| MILLER GREGORY D | PRINCIPAL, PORTFOLIO MANAGER | — |
| SLATTERY PATRICK MICHAEL | PRINCIPAL, AND DIRECTOR OF RESEARCH; PRINCIPAL, DIRECTOR OF RESEARCH; PRINCIPAL, DIRECTOR OF RESEARCH, AND CO-CHIEF INVESTMENT OFFICER (+1 more) | — |
| LEWIS ERIC MICHAEL | PRINCIPAL, AND PORTFOLIO MANAGER; PRINCIPAL, AND SENIOR ANALYST | — |
| SKAGGS JULIE ANN | PRINCIPAL | — |
| KILROY DANIEL JOSEPH | PORTFOLIO MANAGER AND PRINCIPAL; PRINCIPAL, AND PORTFOLIO MANAGER; PRINCIPAL, AND PRESIDENT (+2 more) | — |
| STARKE WENDELL MOORE | CHAIRMAN, INVESTMENT COMMITTEE; CHAIRMAN, INVESTMENT COMMITTEE, AND PRINCIPAL; PRINCIPAL (+2 more) | — |
| WILLIS ROBERT | PRESIDENT/SHAREHOLDER; VICE PRESIDENT/SHAREHOLDER | — |
| WILLIS PAMELA GALE | CHIEF FINANCIAL OFFICER AND PRINCIPAL; CHIEF OPERATING OFFICER AND PRINCIPAL; PRESIDENT/TREASURER/SHAREHOLDER (+2 more) | — |
| WILLIS ROBERT THOMAS | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER AND PRINCIPAL; CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, AND PRINCIPAL; CHIEF INVESTMENT OFFICER AND PRINCIPAL (+6 more) | — |
| PENNINGTON ROBERT GLENN | CHIEF EXECUTIVE OFFICER, PRESIDENT AND PRINCIPAL; CHIEF EXECUTIVE OFFICER, PRESIDENT, AND PRINCIPAL; CHIEF EXECUTIVE OFFICER/PRESIDENT AND PRINCIPAL (+1 more) | — |
| WRIGHT SASHA M | CHIEF COMPLIANCE OFFICER; PRINCIPAL, VP OF OPERATIONS AND TRADING AND CHIEF COMPLIANCE OFFICER | — |
| Challen Natalie Rose | DIRECTOR OF INFORMATION SYSTEMS; PRINCIPAL, AND DIRECTOR OF INFORMATION SYSTEMS; PRINCIPAL, AND DIRECTOR OF RELATIONSHIP MANAGEMENT | — |
| Patton Tracey Anna | PRINCIPAL, AND SENIOR ANALYST | — |
| Richard Kramer Whitehead | PRINCIPAL AND CHIEF FINANCIAL OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| WIC MANAGED VOLATILITY AND INCOME FUND, L.P. | Other Private Fund | Georgia | 62 | $144.4M | $1.0M |
| WIC SMALL CAP VALUE FUND, L.P. | Other Private Fund | Georgia | 36 | $31.9M | $100K |
| WIC MANAGED VOLATILITY AND INCOME FUND QP, L.P. | Other Private Fund | Georgia | 12 | $28.8M | $1.0M |