CRAWFORD INVESTMENT COUNSEL INC
Adviser information for CRAWFORD INVESTMENT COUNSEL INC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 53 |
|---|---|
| Investment Advisory/Research | 27 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 24 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 7 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4,070 | $7.7B |
| Non-Discretionary | 0 | $0 |
| Total | 4,070 | $7.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 940 | $372.1M |
| HNW Individuals | 1,137 | $4.7B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 3 | $460.2M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $6.8M |
| Charitable organizations | 36 | $410.3M |
| State or municipal gov entities | 7 | $128.0M |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $63.5M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 48 | $1.5B |
| Other | <5 | $38.8M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 20 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 126.3M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| PRIVATE ADVISOR NETWORK | WELLS FARGO ADVISORS, LLC |
| ASSET MANAGEMENT SERVICES | RAYMOND JAMES & ASSOCIATES, INC |
| MAC PROGRAM | UBS |
| MANAGER ACCESS SELECT | LPL FINANCIAL, LLC |
| PERSHING ADVISOR SOLUTIONS | CAPTRUST FINANCIAL ADVISORS |
| SMA PROGRAM | ENVESTNET ASSET MANAGEMENT, INC |
| PERSHING ADVISOR SOLUTIONS | LOCKWOOD ADVISORS INC |
Principal Office
600 GALLERIA PARKWAY, SESUITE 1650
ATLANTA
GA
United States
Monday - Friday, MONDAY - THURSDAY 9:00 A.M. TO 5:00 P.M. AND FRIDAY 9:00 A.M. TO 4:00 P.M.
Tel: 770-859-0045, Fax: 770-859-0049
Chief Compliance Officer
CASEY K. DHANDE
600 GALLERIA PARKWAY, SE
SUITE 1650
ATLANTA
GA
United States
Tel:
770-859-0045
Fax:
770-859-0049
C******@*********************M
(Full email address available in API data)
Regulatory Contact
DAVID CRAWFORD
PRESIDENT
600 GALLERIA PARKWAY, SE
SUITE 1650
ATLANTA
GA
United States
Tel:
770-859-0045
Fax:
770-859-0049
D********@*********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CRAWFORD, JOHN, HANNON | Individual | – | FOUNDER, CHIEF INVESTMENT OFFICER | 09/1980 | 25-50% |
| CRAWFORD, JOHN, HANNON | Individual | – | DIRECTOR OF INVESTMENT, PORTFOLIO MANAGER | 12/2007 | 25-50% |
| CRAWFORD, DAVID, BENTLEY | Individual | – | PRESIDENT, PORTFOLIO MANAGER | 12/2007 | 25-50% |
| DHANDE, CASEY, KRIMMEL | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2016 | < 5% |
| KIMBALL, FRANCIS, STEVEN | Individual | – | CHIEF OPERATING OFFICER | 03/2021 | < 5% |
| CRAWFORD INVESTMENT COUNSEL, INC EMPLOYEE STOCK OWNERSHIP PLAN | Domestic Entity | – | EMPLOYEE STOCK OWNERSHIP PROGRAM | 12/2020 | < 5% |
| RIVERA, JOSE, ANTONIO | Individual | – | CHIEF FINANCIAL OFFICER | 11/2021 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 346K | 3K | – |
| ABBOTT LABS | COM | 3M | 30K | – |
| ABBVIE INC | COM | 165M | 965K | – |
| ACADEMY SPORTS & OUTDOORS IN | COM | 9M | 171K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 82M | 271K | – |
| AFLAC INC | COM | 2M | 20K | – |
| ALASKA AIR GROUP INC | COM | 278K | 7K | – |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 84M | 716K | – |
| ALLSTATE CORP | COM | 5M | 34K | – |
| ALPHABET INC | CAP STK CL C | 2M | 10K | – |
| ALPHABET INC | CAP STK CL A | 4M | 20K | – |
| ALTRIA GROUP INC | COM | 1M | 25K | – |
| AMAZON COM INC | COM | 2M | 11K | – |
| AMDOCS LTD | SHS | 54M | 687K | – |
| AMER SOFTWARE INC | CL A | 9M | 1M | – |
| AMERICAN ASSETS TR INC | COM | 934K | 42K | – |
| AMERICAN ELEC PWR CO INC | COM | 93M | 1M | – |
| AMERICAN EXPRESS CO | COM | 92M | 397K | – |
| AMERICAN TOWER CORP NEW | COM | 211K | 1K | – |
| AMERIS BANCORP | COM | 1M | 20K | – |
| AMGEN INC | COM | 2M | 8K | – |
| AMPHENOL CORP NEW | CL A | 555K | 8K | – |
| APPLE INC | COM | 49M | 233K | – |
| APPLIED MATLS INC | COM | 479K | 2K | – |
| APTARGROUP INC | COM | 14M | 97K | – |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 287K | 2K | – |
| ARTISAN PARTNERS ASSET MGMT | CL A | 21M | 502K | – |
| ASTRAZENECA PLC | SPONSORED ADR | 121M | 2M | – |
| AT&T INC | COM | 544K | 28K | – |
| ATRION CORP | COM | 8M | 17K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 1M | 6K | – |
| AUTOZONE INC | COM | 874K | 295 | – |
| AZENTA INC | COM | 575K | 11K | – |
| AZZ INC | COM | 10M | 128K | – |
| BANCFIRST CORP | COM | 5M | 55K | – |
| BANK AMERICA CORP | COM | 487K | 12K | – |
| BANK NEW YORK MELLON CORP | COM | 516K | 9K | – |
| BCE INC | COM NEW | 18M | 564K | – |
| BECTON DICKINSON & CO | COM | 259K | 1K | – |
| BELDEN INC | COM | 17M | 177K | – |
| BERKSHIRE HATHAWAY INC DEL | CL A | 2M | 4 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 7M | 17K | – |
| BLACK HILLS CORP | COM | 7M | 123K | – |
| BLACKROCK INC | COM | 67M | 85K | – |
| BLOCK H & R INC | COM | 5M | 101K | – |
| BOSTON SCIENTIFIC CORP | COM | 256K | 3K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 259K | 6K | – |
| BROADCOM INC | COM | 23M | 15K | – |
| BROADRIDGE FINL SOLUTIONS IN | COM | 1M | 6K | – |
| BROWN & BROWN INC | COM | 3M | 31K | – |
| BROWN FORMAN CORP | CL B | 645K | 15K | – |
| CACTUS INC | CL A | 6M | 114K | – |
| CADRE HLDGS INC | COM | 1M | 42K | – |
| CAMECO CORP | COM | 4M | 73K | – |
| CAPITAL ONE FINL CORP | COM | 1M | 8K | – |
| CARDINAL HEALTH INC | COM | 47M | 475K | – |
| CARRIER GLOBAL CORPORATION | COM | 289K | 5K | – |
| CARTERS INC | COM | 5M | 86K | – |
| CASEYS GEN STORES INC | COM | 652K | 2K | – |
| CATERPILLAR INC | COM | 2M | 5K | – |
| CHEVRON CORP NEW | COM | 28M | 180K | – |
| CHUBB LIMITED | COM | 10M | 39K | – |
| CHURCH & DWIGHT CO INC | COM | 345K | 3K | – |
| CINCINNATI FINL CORP | COM | 394K | 3K | – |
| CISCO SYS INC | COM | 1M | 31K | – |
| CLOROX CO DEL | COM | 40M | 296K | – |
| COCA COLA CO | COM | 126M | 2M | – |
| COLGATE PALMOLIVE CO | COM | 3M | 28K | – |
| COLUMBIA SPORTSWEAR CO | COM | 5M | 64K | – |
| COMCAST CORP NEW | CL A | 85M | 2M | – |
| COMMERCE BANCSHARES INC | COM | 557K | 10K | – |
| CONAGRA BRANDS INC | COM | 7M | 260K | – |
| CONMED CORP | COM | 14M | 206K | – |
| CONOCOPHILLIPS | COM | 865K | 8K | – |
| CONSTELLATION ENERGY CORP | COM | 201K | 1K | – |
| COSTCO WHSL CORP NEW | COM | 3M | 3K | – |
| CROWN CASTLE INC | COM | 21M | 211K | – |
| CSX CORP | COM | 212K | 6K | – |
| CTS CORP | COM | 6M | 115K | – |
| CUBESMART | COM | 24M | 524K | – |
| DANAHER CORPORATION | COM | 238K | 952 | – |
| DEERE & CO | COM | 2M | 5K | – |
| DIAGEO PLC | SPON ADR NEW | 361K | 3K | – |
| DISNEY WALT CO | COM | 549K | 6K | – |
| DOVER CORP | COM | 265K | 1K | – |
| DT MIDSTREAM INC | COMMON STOCK | 37M | 519K | – |
| DUKE ENERGY CORP NEW | COM NEW | 36M | 357K | – |
| EATON CORP PLC | SHS | 2M | 5K | – |
| ECOLAB INC | COM | 568K | 2K | – |
| ELI LILLY & CO | COM | 7M | 8K | – |
| EMERSON ELEC CO | COM | 2M | 20K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 706K | 24K | – |
| EQUIFAX INC | COM | 4M | 16K | – |
| EQUINIX INC | COM | 334K | 442 | – |
| ESCO TECHNOLOGIES INC | COM | 19M | 183K | – |
| ESSEX PPTY TR INC | COM | 1M | 5K | – |
| EVERGY INC | COM | 15M | 290K | – |
| EXPEDITORS INTL WASH INC | COM | 11M | 91K | – |
| EXXON MOBIL CORP | COM | 7M | 60K | – |
| FIDELITY NATL INFORMATION SV | COM | 5M | 60K | – |
| FIRST HAWAIIAN INC | COM | 3M | 168K | – |
| FLOWERS FOODS INC | COM | 18M | 830K | – |
| FOUR CORNERS PPTY TR INC | COM | 6M | 251K | – |
| FRANKLIN ELEC INC | COM | 7M | 77K | – |
| FULLER H B CO | COM | 9M | 114K | – |
| GALLAGHER ARTHUR J & CO | COM | 2M | 6K | – |
| GE AEROSPACE | COM NEW | 764K | 5K | – |
| GE VERNOVA INC | COM | 215K | 1K | – |
| GENERAL MLS INC | COM | 582K | 9K | – |
| GENUINE PARTS CO | COM | 77M | 554K | – |
| GILEAD SCIENCES INC | COM | 24M | 344K | – |
| GLOBAL PMTS INC | COM | 59M | 606K | – |
| GRAINGER W W INC | COM | 2M | 2K | – |
| HACKETT GROUP INC | COM | 9M | 405K | – |
| HAMILTON LANE INC | CL A | 7M | 56K | – |
| HANOVER INS GROUP INC | COM | 9M | 71K | – |
| HASBRO INC | COM | 56M | 963K | – |
| HEALTHPEAK PROPERTIES INC | COM | 26M | 1M | – |
| HEWLETT PACKARD ENTERPRISE C | COM | 12M | 557K | – |
| HF SINCLAIR CORP | COM | 211K | 4K | – |
| HILLENBRAND INC | COM | 4M | 101K | – |
| HNI CORP | COM | 24M | 540K | – |
| HOME DEPOT INC | COM | 101M | 294K | – |
| HONEYWELL INTL INC | COM | 99M | 463K | – |
| HOULIHAN LOKEY INC | CL A | 8M | 56K | – |
| HUBBELL INC | COM | 8M | 21K | – |
| HUNTINGTON BANCSHARES INC | COM | 22M | 2M | – |
| ILLINOIS TOOL WKS INC | COM | 554K | 2K | – |
| INDEPENDENCE RLTY TR INC | COM | 10M | 522K | – |
| INFORMATION SVCS GROUP INC | COM | 2M | 710K | – |
| INFOSYS LTD | SPONSORED ADR | 521K | 28K | – |
| INTEL CORP | COM | 463K | 15K | – |
| INTER PARFUMS INC | COM | 4M | 35K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 44M | 320K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 59M | 342K | – |
| J & J SNACK FOODS CORP | COM | 6M | 39K | – |
| JOHNSON & JOHNSON | COM | 65M | 443K | – |
| JOHNSON CTLS INTL PLC | SHS | 107M | 2M | – |
| JOHNSON OUTDOORS INC | CL A | 919K | 26K | – |
| JPMORGAN CHASE & CO. | COM | 100M | 497K | – |
| KIMBERLY-CLARK CORP | COM | 2M | 11K | – |
| KINDER MORGAN INC DEL | COM | 10M | 495K | – |
| KRAFT HEINZ CO | COM | 19M | 587K | – |
| L3HARRIS TECHNOLOGIES INC | COM | 233K | 1K | – |
| LAKELAND INDS INC | COM | 3M | 124K | – |
| LAMB WESTON HLDGS INC | COM | 822K | 10K | – |
| LANDSTAR SYS INC | COM | 4M | 23K | – |
| LAZARD INC | COM | 13M | 352K | – |
| LEMAITRE VASCULAR INC | COM | 9M | 110K | – |
| LINDE PLC | SHS | 274K | 626 | – |
| LITTELFUSE INC | COM | 8M | 32K | – |
| LOCKHEED MARTIN CORP | COM | 1M | 2K | – |
| LOWES COS INC | COM | 2M | 11K | – |
| LPL FINL HLDGS INC | COM | 1M | 4K | – |
| M & T BK CORP | COM | 41M | 269K | – |
| MANULIFE FINL CORP | COM | 451K | 17K | – |
| MARSH & MCLENNAN COS INC | COM | 80M | 379K | – |
| MARVELL TECHNOLOGY INC | COM | 13M | 182K | – |
| MASTERCARD INCORPORATED | CL A | 914K | 2K | – |
| MCCORMICK & CO INC | COM NON VTG | 232K | 3K | – |
| MCDONALDS CORP | COM | 4M | 17K | – |
| MEDTRONIC PLC | SHS | 94M | 1M | – |
| MERCK & CO INC | COM | 100M | 805K | – |
| META PLATFORMS INC | CL A | 1M | 2K | – |
| METLIFE INC | COM | 374K | 5K | – |
| MGP INGREDIENTS INC NEW | COM | 3M | 36K | – |
| MICROCHIP TECHNOLOGY INC. | COM | 963K | 11K | – |
| MICROSOFT CORP | COM | 221M | 495K | – |
| MONARCH CASINO & RESORT INC | COM | 830K | 12K | – |
| MONDELEZ INTL INC | CL A | 58M | 890K | – |
| MONRO INC | COM | 3M | 143K | – |
| MOODYS CORP | COM | 3M | 7K | – |
| MOOG INC | CL A | 11M | 65K | – |
| MORGAN STANLEY | COM NEW | 315K | 3K | – |
| MSC INDL DIRECT INC | CL A | 28M | 359K | – |
| MUELLER WTR PRODS INC | COM SER A | 10M | 568K | – |
| NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 8M | 197K | – |
| NEWELL BRANDS INC | COM | 167K | 26K | – |
| NEXTERA ENERGY INC | COM | 16M | 219K | – |
| NIKE INC | CL B | 51M | 671K | – |
| NORFOLK SOUTHN CORP | COM | 356K | 2K | – |
| NORTHERN TR CORP | COM | 18M | 212K | – |
| NORTHROP GRUMMAN CORP | COM | 506K | 1K | – |
| NVENT ELECTRIC PLC | SHS | 21M | 281K | – |
| NVIDIA CORPORATION | COM | 4M | 31K | – |
| OLD REP INTL CORP | COM | 28M | 915K | – |
| OMNICOM GROUP INC | COM | 115M | 1M | – |
| ONEOK INC NEW | COM | 40M | 485K | – |
| ORACLE CORP | COM | 26M | 185K | – |
| PAYCHEX INC | COM | 6M | 49K | – |
| PEGASYSTEMS INC | COM | 3M | 50K | – |
| PENNANTPARK INVT CORP | COM | 83K | 11K | – |
| PEPSICO INC | COM | 2M | 14K | – |
| PERRIGO CO PLC | SHS | 18M | 708K | – |
| PFIZER INC | COM | 51M | 2M | – |
| PHILIP MORRIS INTL INC | COM | 111M | 1M | – |
| PHILLIPS 66 | COM | 366K | 3K | – |
| PNC FINL SVCS GROUP INC | COM | 206K | 1K | – |
| POWER INTEGRATIONS INC | COM | 9M | 124K | – |
| PROCTER AND GAMBLE CO | COM | 96M | 580K | – |
| PROGRESSIVE CORP | COM | 1M | 5K | – |
| PRUDENTIAL FINL INC | COM | 11M | 98K | – |
| PSYCHEMEDICS CORP | COM NEW | 24K | 10K | – |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 333K | 5K | – |
| QUALCOMM INC | COM | 722K | 4K | – |
| QUEST DIAGNOSTICS INC | COM | 69M | 501K | – |
| REGIONS FINANCIAL CORP NEW | COM | 294K | 15K | – |
| RESMED INC | COM | 1M | 6K | – |
| REVVITY INC | COM | 919K | 9K | – |
| REYNOLDS CONSUMER PRODS INC | COM | 743K | 27K | – |
| ROCKY BRANDS INC | COM | 5M | 138K | – |
| ROGERS COMMUNICATIONS INC | CL B | 21M | 576K | – |
| ROPER TECHNOLOGIES INC | COM | 13M | 24K | – |
| RTX CORPORATION | COM | 90M | 898K | – |
| S&P GLOBAL INC | COM | 79M | 178K | – |
| SAP SE | SPON ADR | 88M | 437K | – |
| SAPIENS INTL CORP N V | SHS | 10M | 284K | – |
| SBA COMMUNICATIONS CORP NEW | CL A | 15M | 76K | – |
| SCHWAB CHARLES CORP | COM | 77M | 1M | – |
| SERVICE CORP INTL | COM | 1M | 17K | – |
| SHOE CARNIVAL INC | COM | 6M | 172K | – |
| SIMULATIONS PLUS INC | COM | 11M | 235K | – |
| SMITH A O CORP | COM | 2M | 19K | – |
| SOUTHERN CO | COM | 33M | 422K | – |
| SOUTHSTATE CORPORATION | COM | 6M | 79K | – |
| STAG INDL INC | COM | 23M | 635K | – |
| STANDEX INTL CORP | COM | 10M | 62K | – |
| STARBUCKS CORP | COM | 16M | 205K | – |
| STOCK YDS BANCORP INC | COM | 6M | 121K | – |
| STRYKER CORPORATION | COM | 8M | 24K | – |
| SUN CMNTYS INC | COM | 485K | 4K | – |
| SYSCO CORP | COM | 282K | 4K | – |
| TAPESTRY INC | COM | 274K | 6K | – |
| TARGET CORP | COM | 3M | 21K | – |
| TE CONNECTIVITY LTD | SHS | 91M | 603K | – |
| TENNANT CO | COM | 4M | 40K | – |
| TERRENO RLTY CORP | COM | 5M | 87K | – |
| TEXAS INSTRS INC | COM | 26M | 133K | – |
| TEXAS PACIFIC LAND CORPORATI | COM | 13M | 18K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 3M | 6K | – |
| TRACTOR SUPPLY CO | COM | 310K | 1K | – |
| TRICO BANCSHARES | COM | 8M | 190K | – |
| TRUIST FINL CORP | COM | 515K | 13K | – |
| TRUSTMARK CORP | COM | 284K | 9K | – |
| TURNING PT BRANDS INC | COM | 5M | 157K | – |
| U S PHYSICAL THERAPY | COM | 8M | 90K | – |
| UNION PAC CORP | COM | 798K | 4K | – |
| UNITED PARCEL SERVICE INC | CL B | 114M | 831K | – |
| UNITEDHEALTH GROUP INC | COM | 1M | 2K | – |
| US BANCORP DEL | COM NEW | 249K | 6K | – |
| UTZ BRANDS INC | COM CL A | 4M | 228K | – |
| VALERO ENERGY CORP | COM | 296K | 2K | – |
| VALMONT INDS INC | COM | 10M | 35K | – |
| VERIZON COMMUNICATIONS INC | COM | 23M | 562K | – |
| VISA INC | COM CL A | 102M | 389K | – |
| WALKER & DUNLOP INC | COM | 7M | 69K | – |
| WALMART INC | COM | 29M | 435K | – |
| WASTE MGMT INC DEL | COM | 402K | 2K | – |
| WATSCO INC | COM | 1M | 2K | – |
| WD 40 CO | COM | 4M | 18K | – |
| WEBSTER FINL CORP | COM | 4M | 95K | – |
| WEC ENERGY GROUP INC | COM | 88M | 1M | – |
| WELLS FARGO CO NEW | COM | 625K | 11K | – |
| WELLS FARGO CO NEW | PERP PFD CNV A | 8M | 6K | – |
| WILLIAMS COS INC | COM | 34M | 801K | – |
| WILLIS TOWERS WATSON PLC LTD | SHS | 67M | 255K | – |
| WOODWARD INC | COM | 6M | 35K | – |
| WP CAREY INC | COM | 7M | 119K | – |
| WSFS FINL CORP | COM | 6M | 118K | – |
| ZIMMER BIOMET HOLDINGS INC | COM | 961K | 9K | – |