DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Crawford Investment Counsel Inc
Latest filing Mar 31, 2026
First filing on the tape Mar 28, 2012 · 53 filings
SEC status approved since Oct 15, 1980
RAUM
$9.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
66%
$6.0B individuals and HNW
Advisors
22
registered through the firm on IAPD
RAUM per advisor
$415M
derived; firm RAUM over IAPD count
Employees
54
27 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
53 filings and snapshots on the tape
RAUM$9.1B as of Mar 31, 2026
Mar 28, 2012$3.4B then
HNW client RAUM$5.7B as of Mar 31, 2026
Mar 29, 2018$2.9B then
State-registered IARs (5.B.3)24 as of Mar 31, 2026
Mar 23, 201312 then
Employees (5.A)54 as of Mar 31, 2026
Mar 23, 201334 then
Private funds: no history
RAUM +7.6% over the last fiscal year+7.4% a year over threeIARs 24 to 24offices 0 to 1
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $415MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 88derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.8MderivedHNW RAUM over HNW clients
- Average account
- $2.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 15%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.5derivedItem 5.A over advisors
- Advisors per office
- 11.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.6%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -4.0%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companiesreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $1.4B, 287 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$5.7B63%
- Corporations and businesses$1.2B13%
- Charitable organizations$1.1B12%
- Investment companies$558M6.1%
- Individuals$310M3.4%
- State and municipal entities$162M1.8%
- Insurance companies$66.2M0.7%
- Pension and profit-sharing plans$4.1M0.0%
- Individual clients
- 767reported
- HNW clients
- 1,176reported
- Pension plan clients
- 1reported
- Charitable clients
- 36reported
- Accounts
- 4,050reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- $0 sponsored, $109M managedreported
- Custody of client assets
- $1.4B for 287 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.66 fund_share=0.06 institutional_share=0.15 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
22 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Milton Wells Williams | Atlanta, Ga | Apr 9, 2003 | 40 y | 0 |
| David Bentley CrawfordChartered Financial Analyst | Atlanta, Ga | Apr 9, 2003 | 34 y | 1 |
| John Hannon Crawford | Atlanta, Ga | Apr 9, 2003 | 46 y | 1 |
| John Hannon CrawfordChartered Financial Analyst | Atlanta, Ga | Apr 9, 2003 | 36 y | 1 |
| Jonathan Ross Morgan | Atlanta, Ga | Mar 20, 2007 | 43 y | 1 |
| Debra Ann Disimone | Atlanta, Ga | May 16, 2007 | 28 y | 0 |
| Thomas John BuehlerChartered Financial Analyst | Atlanta, Ga | Jan 4, 2011 | 25 y | 0 |
| Geoffrey Stewart DelongChartered Financial Analyst | Atlanta, Ga | Jan 4, 2011 | 34 y | 0 |
| John Timothy SnavelyChartered Financial Analyst | Atlanta, Ga | Jan 16, 2013 | 24 y | 1 |
| Randy Wright Pirkle | Atlanta, Ga | Dec 19, 2014 | 46 y | 1 |
| Alan Willard Kirchner | Ponte Vedra Beach, Fl | Jul 13, 2015 | 22 y | 1 |
| Molly Escott KittrellCertified Financial Planner | Atlanta, Ga | Aug 5, 2015 | 25 y | 0 |
| Paul John MarshallChartered Financial Analyst | Atlanta, Ga | Nov 2, 2015 | 11 y | 0 |
| Robert Harrison Reece | Atlanta, Ga | Mar 2, 2017 | 10 y | 0 |
| Benjamin James BoydChartered Financial Analyst | Atlanta, Ga | Mar 11, 2019 | 11 y | 0 |
| Aaron Ryan ForesmanChartered Financial Analyst | Atlanta, Ga | Oct 15, 2019 | 12 y | 0 |
| Boris KuzminChartered Financial Analyst | Atlanta, Ga | Oct 16, 2019 | 22 y | 0 |
| Jonathan David ChristiansenChartered Financial Analyst | Atlanta, Ga | Oct 21, 2019 | 27 y | 0 |
| David Robert BockelCertified Financial Planner | Atlanta, Ga | Oct 24, 2022 | 26 y | 2 |
| Denise-Noelle Catherine Halle'-Lunsway | Atlanta, Ga | Mar 1, 2023 | 10 y | 0 |
| Alan Karlis LaneCertified Financial Planner | Atlanta, Ga | Feb 14, 2025 | 11 y | 6 |
| John Hannon CrawfordChartered Financial Analyst | Atlanta, Ga | Apr 14, 2026 | 13 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 4.5% of current headcount3 left over 36 months
Left, latest
- Thomas Michael Dowd to BakeravenueMar 12, 2026 · RIA to RIA
- Timothy Michael Gordon to BakeravenueDec 18, 2024 · RIA to RIA
- Brandon Marshall Denihan to LidoJan 10, 2024 · RIA to RIA
- Marcus Vann Griffin to Narrow Gate Wealth Management LLCFeb 3, 2021 · Other
- Shawn Jennings Moran to LidoMay 21, 2020 · RIA to RIA
- Troy Glenn Decastro to Ifg Advisory, LLCFeb 19, 2019 · RIA to RIA
- Joseph Parker Mitchell to Berman Capital Advisors, LLCJul 2, 2013 · Other
- Christopher Shawn Wilson to Russell InvestmentsMay 14, 2013 · Other
Joined, latest
- Alan Karlis Lane from Tidal Creek Capital AdvisorsFeb 14, 2025 · RIA to RIA
- David Robert Bockel from Resource Planning Group, Ltd.Oct 24, 2022 · RIA to RIA
- Timothy Michael Gordon from Invesco Advisers, Inc.Apr 20, 2021 · Other
- Thomas Michael Dowd from Fisher InvestmentsOct 23, 2020 · RIA to RIA
- Alan Willard Kirchner from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 13, 2015 · Other
- Randy Wright Pirkle from Cornerstone Investment Partners, LLCDec 19, 2014 · Other
- Marcus Vann Griffin from Glenmore Advisors, LLCDec 5, 2013 · Other
- John Timothy Snavely from Truist Securities, Inc.Jan 16, 2013 · Other
- Christopher Shawn Wilson from Morgan Keegan & Company, LLCDec 3, 2012 · Other
- Joseph Parker Mitchell from Charles Schwab & Co., Inc.Oct 28, 2011 · Other
- Jonathan Ross Morgan from Municipal Portfolio Managers, Inc.Mar 20, 2007 · Other
- David Bentley Crawford from Cpadvisors, LLCApr 9, 2003 · Other
- John Hannon Crawford from Cpadvisors, LLCApr 9, 2003 · Other
- John Hannon Crawford from Cpadvisors, LLCApr 9, 2003 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Bentley David Crawford · President, Portfolio Managercontrolsince 12/2007 · owns 25% to 50%
- Hannon John Crawford · Chief Investment Officer, Director Of Investment, Portfolio Managercontrolsince 12/2007 · owns 25% to 50%
- Hannon John Crawford · Foundercontrolsince 09/1980 · owns 25% to 50%
- Krimmel Casey Dhande · Chief Compliance Officercontrolsince 02/2016 · owns less than 5%
- Steven Francis Kimball · Chief Operating Officercontrolsince 03/2021 · owns less than 5%
- Antonio Jose Rivera · Chief Financial Officercontrolsince 11/2021 · owns less than 5%
Entity owners
- Crawford Investment Counsel, · Employee Stock Ownershipdirect · owns less than 5%
- Crawford Investment Counsel, Inc Employee Stock Ownership Plan · Employee Stock Ownership Programdirect · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 22 | 1 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 4,043 to 4,050Mar 28, 2025 to Mar 31, 2026
- Corporate clients · 44 to 43Mar 28, 2025 to Mar 31, 2026
- HNW clients · 1,154 to 1,176Mar 28, 2025 to Mar 31, 2026
- Individual clients · 870 to 767Mar 28, 2025 to Mar 31, 2026
- Pension plan clients · 0 to 1Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $1.4B to $1.4BMar 28, 2025 to Mar 31, 2026
- Employees · 52 to 54Mar 28, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 51-100Mar 28, 2025 to Mar 31, 2026
- Other offices · 0 to 1Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $8.5B to $9.1BMar 28, 2025 to Mar 31, 2026
- HNW RAUM · $5.2B to $5.7BMar 28, 2025 to Mar 31, 2026
- Individual RAUM · $348M to $310MMar 28, 2025 to Mar 31, 2026
- Pension RAUM · $0 to $4.1MMar 28, 2025 to Mar 31, 2026
- RAUM · $8.5B to $9.1BMar 28, 2025 to Mar 31, 2026
- Wrap assets (manager) · $114M to $109MMar 28, 2025 to Mar 31, 2026
- Accounts · 4,070 to 4,043Aug 23, 2024 to Mar 28, 2025
- Advisory activities · 3 to 4Aug 23, 2024 to Mar 28, 2025
- Corporate clients · 48 to 44Aug 23, 2024 to Mar 28, 2025
- HNW clients · 1,137 to 1,154Aug 23, 2024 to Mar 28, 2025
- Individual clients · 940 to 870Aug 23, 2024 to Mar 28, 2025
- Pension plan clients · 3 to 0Aug 23, 2024 to Mar 28, 2025
- Assets in custody · $1.3B to $1.4BAug 23, 2024 to Mar 28, 2025
- Employees · 53 to 52Aug 23, 2024 to Mar 28, 2025
- Financial planning clients · 0 to 0Aug 23, 2024 to Mar 28, 2025
- Discretionary RAUM · $7.7B to $8.5BAug 23, 2024 to Mar 28, 2025
- HNW RAUM · $4.7B to $5.2BAug 23, 2024 to Mar 28, 2025
- Individual RAUM · $372M to $348MAug 23, 2024 to Mar 28, 2025
- Pension RAUM · $6.8M to $0Aug 23, 2024 to Mar 28, 2025
- RAUM · $7.7B to $8.5BAug 23, 2024 to Mar 28, 2025
- Wrap assets (manager) · $126M to $114MAug 23, 2024 to Mar 28, 2025
- Accounts · 3,931 to 4,070Aug 24, 2023 to Mar 28, 2024
- Advisory employees · 29 to 27Aug 24, 2023 to Mar 28, 2024
- Charity clients · 33 to 36Aug 24, 2023 to Mar 28, 2024
- HNW clients · 1,072 to 1,137Aug 24, 2023 to Mar 28, 2024
- Individual clients · 978 to 940Aug 24, 2023 to Mar 28, 2024
- Pension plan clients · 4 to 3Aug 24, 2023 to Mar 28, 2024
- Assets in custody · $1.1B to $1.3BAug 24, 2023 to Mar 28, 2024
- Discretionary RAUM · $7.4B to $7.7BAug 24, 2023 to Mar 28, 2024
- HNW RAUM · $4.3B to $4.7BAug 24, 2023 to Mar 28, 2024
- Individual RAUM · $398M to $372MAug 24, 2023 to Mar 28, 2024
Signals
6 dated events
- Thomas Michael Dowd left Crawford Investment Counsel Inc for Bakeravenue (registered 2026-04-14)Mar 12, 2026 · Advisor changed firm · fact
- Timothy Michael Gordon left Crawford Investment Counsel Inc for Bakeravenue (registered 2025-01-10)Dec 18, 2024 · Advisor changed firm · fact
- Antonio Jose Rivera (Chief Financial Officer) appeared on Schedule A of Crawford Investment Counsel IncMar 28, 2024 · Control person joined · fact
- Brandon Marshall Denihan left Crawford Investment Counsel Inc for Lido (registered 2024-01-22)Jan 10, 2024 · Advisor changed firm · fact
- Elizabeth Mary Ferguson (Chief Financial Officer) no longer on Schedule A of Crawford Investment Counsel Inc (listed 2021-03-31, absent 2021-09-14)Sep 14, 2021 · Control person left · inference
- Steven Francis Kimball (Chief Operating Officer) appeared on Schedule A of Crawford Investment Counsel IncMar 31, 2021 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 770-859-0045reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 770-859-0049reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/crawford-investment-counselreportedpublic record, Form ADV, Sep 18, 2026
- Website
- crawfordinvestments.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 770-859-0045reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $415Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026