# James Kilroy

> James Kilroy is a fee-only financial advisor at Willis Investment Counsel in Gainesville, Georgia. James charges a percentage of assets.

Page: https://find.wellspent.co/advisors/james-kilroy/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Willis Investment Counsel
- **Based in:** Gainesville, Georgia
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $4.23B across 568 accounts
- **CRD:** 3049536 (https://adviserinfo.sec.gov/individual/summary/3049536)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 63 (1998), Series 65 (2017)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.wicinvest.com/

## Frequently asked questions

### Is James Kilroy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Willis Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James charges a percentage of assets.

### Where is James Kilroy based?

James Kilroy is based in Gainesville, Georgia.

### Is James Kilroy registered with the SEC?

Yes. James Kilroy is registered as an investment adviser representative in GA (CRD 3049536), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Willis Investment Counsel manage?

Willis Investment Counsel reports $4.23B across 568 accounts in assets under management.

### How do I contact James Kilroy?

Through James's website, www.wicinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3049536): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://wicinvest.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.