Crawford Investment Counsel Inc
- Regulatory AUM
- $9.1B
- Discretionary
- $9.1B
- Clients
- 2,039
- Avg AUM / client
- $4.5M
- Accounts
- 4,050
- Employees
- 54
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 767 | $310M | 3.39% |
| High net worth individuals | 1,176 | $5.7B | 62.2% |
| Investment companies | 3 | $558M | 6.1% |
| Pension and profit sharing plans | 1 | $4.1M | 0.05% |
| Charitable organizations | 36 | $1.1B | 12.1% |
| State or municipal government entities | 7 | $162M | 1.78% |
| Insurance companies | 3 | $66.2M | 0.72% |
| Corporations and other businesses | 43 | $1.2B | 13.2% |
| Other | 3 | $41.4M | 0.45% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ua Plumbers Local 24 Pension Fund Plumbers Pension Fund Local 24 Board Of Trustees | 2024 | |
| Allergy Partners Management Llc Retirement Savings Plan Allergy Partners, Pllc | 2024 |
People (26)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Hannon Crawford | Founder, Chief Investment Officer | Sep 1980 (46y) | 25% – 50% | |
| David Bentley Crawford | President, Portfolio Manager | CFA | Apr 2003 (23y) | 25% – 50% |
| Dhande, Casey, Krimmel | Chief Compliance Officer | Feb 2016 (11y) | Less than 5% | |
| Kimball, Francis, Steven | Chief Operating Officer | Mar 2021 (5y) | Less than 5% | |
| Rivera, Jose, Antonio | Chief Financial Officer | Nov 2021 (5y) | Less than 5% | |
| John Hannon Crawford | Registered representative | CFA | Apr 2003 (23y) | |
| Milton Wells Williams | Registered representative | Apr 2003 (23y) | ||
| Jonathan Ross Morgan | Registered representative | Mar 2007 (19y) | ||
| Debra Ann Disimone | Registered representative | May 2007 (19y) | ||
| Geoffrey Stewart Delong | Registered representative | CFA | Jan 2011 (16y) | |
| Thomas John Buehler | Registered representative | CFA | Jan 2011 (16y) | |
| John Timothy Snavely | Registered representative | CFA | Jan 2013 (14y) | |
| Randy Wright Pirkle | Registered representative | Dec 2014 (12y) | ||
| Alan Willard Kirchner | Registered representative | Jul 2015 (11y) | ||
| Molly Mullaney Escott Kittrell | Registered representative | Aug 2015 (11y) | ||
| Paul John Marshall | Registered representative | CFA | Nov 2015 (11y) | |
| Robert Harrison Reece | Registered representative | Mar 2017 (9y) | ||
| Benjamin James Boyd | Registered representative | Mar 2019 (7y) | ||
| Aaron Ryan Foresman | Registered representative | CFA | Oct 2019 (7y) | |
| Boris Kuzmin | Registered representative | CFA | Oct 2019 (7y) | |
| Jonathan David Christiansen | Registered representative | CFA | Oct 2019 (7y) | |
| David Robert Bockel | Registered representative | CFP | Oct 2022 (4y) | |
| Denise Noelle Catherine Halle' Lunsway | Registered representative | Mar 2023 (3y) | ||
| Marjorie Kelly Scanlon | Registered representative | Jun 2023 (3y) | ||
| Alan Karlis Lane | Registered representative | CFP | Feb 2025 (1y) | |
| John Hannon Crawford | Registered representative | CFA | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Crawford Investment Counsel, Inc Employee Stock Ownership Plan | Employee Stock Ownership Program | Dec 2020 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ua Plumbers Local 24 Pension Fund | Plumbers Pension Fund Local 24 Board Of Trustees | 569 | $208M | 05/01/2024 |
| Allergy Partners Management Llc Retirement Savings Plan | Allergy Partners, Pllc | 1,291 | $136M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $3.7B (40% of AUM) Mar 2026
- Charles Schwab & Co. $2.2B (24% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗