DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Institutional manager
Willis Investment Counsel, Inc.
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
35
filed Apr 30, 2026
ADV institutional RAUM
$1.7B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$4.2B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.40; discretionary RAUM $4.2B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $1.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan | 2024 | 27 | INVESTMENT ADVISOR | $450,163 |
| Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan | 2023 | 27 | INVESTMENT ADVISOR | $431,192 |
| Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan | 2022 | 27 | INVESTMENT ADVISOR | $453,909 |
Form ADV readings
- charity clients 16 Apr 30, 2026 reported
- institutional clients 35 Apr 30, 2026 reported
- pension plan clients 19 Apr 30, 2026 reported
- raum discretionary $4.2B Apr 30, 2026 reported
- raum institutional $1.7B Apr 30, 2026 reported
- raum total $4.2B Apr 30, 2026 reported
What changed
No dated events.