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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-15-1980
- Office Locations
- 2
Office Locations
About Crawford Investment Counsel INC
Crawford Investment Counsel, Inc. is an independent, SEC-registered investment adviser serving retail and institutional clients. The firm provides discretionary asset management and portfolio construction, with an ETF-heavy approach complemented by fixed income (including municipal and investment-grade corporate bonds). Client work includes planning-focused needs such as business succession and insurance, and the firm is active on major platforms like Schwab and Fidelity.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 31, 2026, reported AUM increased 7.6%, from $8.5B to $9.1B.
Across 5 reported observations, AUM increased 15.3% between October 31, 2022 and March 31, 2026, from $7.9B to $9.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 27 advisory representatives and 2,057 clients, or 76.2 clients per representative. That equates to $4.4M in reported AUM per client.
The profile lists 2 reported office locations and 45 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Crawford Investment Counsel INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID BENTLEY CRAWFORD
Investment Advisor, PORTFOLIO MANAGER, President
- CRD
- #4369811
- Ownership
- 25% but less than 50%
JOHN HANNON CRAWFORD III
Founder
- CRD
- #56721
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
Unlock allContacts
DAVID ROBERT BOCKEL JR.
Client Portfolio Manager
- CRD
- #4304994
Benjamin James Boyd
Portfolio Manager
- CRD
- #6464141
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,139,406,625 | $2,256,644 |
| Non-Discretionary | $0 | -- |
| Total | $9,139,406,625 | $2,256,644 |
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Separately Managed Accounts
SMA allocation detail is available
Crawford Investment Counsel INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Crawford Investment Counsel INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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