CRD: 110271
Crawford Investment Counsel INC
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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- LegacySignal
- Established Date
- 10-15-1980
- Office Locations
- 3
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.
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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%
Zenith zenith
Oak horizon
- CRD
- #72851
- Ownership
- 42.0%
Showing 2 of 6 owners & executives
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DAVID ROBERT BOCKEL JR.
Client Portfolio Manager
- CRD
- #4304994
Benjamin James Boyd
Portfolio Manager
- CRD
- #6464141
Ridge capital
Signal foundation
- CRD
- #81868
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
Total SMA Asset: $8,581,479,713
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $169,639,318 | 21.6% |
| Municipal Bonds | $155,502,709 | 19.8% |
| Corporate - Investment Grade | $164,927,115 | 21.0% |
| Cash | $146,078,302 | 18.6% |
| U.S. Government/Agency | $76,180,620 | 9.7% |
| Public Funds | $73,039,151 | 9.3% |
| Total | $785,367,215 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA VALUE HORIZON | DELTA MATRIX | 3PV94MRF6 | AXP | 5.14% | $95,379,304 |
| PRIME CAPITAL MATRIX | SUMMIT NORTH | 3M6LGAO8T | PZFGM | 9.38% | $8,027,766 |
| ZENITH PRIME FOUNDATION | MERIDIAN FOCUS | IZEBDGT39 | PQNS | 7.99% | $109,312,469 |
| RIDGE VITAL VERTEX | VERTEX PIONEER | WFE2ERSSC | ROI | 8.22% | $97,588,619 |
| SIGNAL CATALYST EMBER | ZENITH FOUNDATION | WXQDXU1FB | WQA | 12.60% | $58,435,828 |
| ATLAS FOCUS | ATLAS QUANTUM | Q6J30ILKK | GYH | 9.50% | $85,863,960 |
| FRONTIER UNISON | BRIDGE ZENITH | O5GMTB7CW | LEULA | 9.60% | $33,267,936 |
| HARBOR VITAL | DELTA TIMBER | 6E01F4RTN | OSZ | 4.83% | $49,760,294 |