John Lewis
Willis Investment Counsel · Gainesville, Georgia
John Lewis is a fee-only financial advisor at Willis Investment Counsel in Gainesville, Georgia, who holds the CFA credential. John charges a percentage of assets.
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Facts
| Firm | Willis Investment Counsel |
|---|---|
| Based in | Gainesville, Georgia |
| Fee model | Percentage of assets |
| Assets under management | $4.23B across 568 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 6380582 |
| Exams passed | Series 63 (2014) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.wicinvest.com |
| Profile |
How John's firm compares
- Willis Investment Counsel's average account is about $7.4 million, from its Form ADV (assets managed divided by 568 accounts).
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Questions about John
Is John Lewis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John charges a percentage of assets.
Where is John Lewis based?
John Lewis is based in Gainesville, Georgia.
What credentials does John Lewis hold?
John Lewis holds the CFA credential.
Is John Lewis registered with the SEC?
Yes. John Lewis is registered as an investment adviser representative in GA (CRD 6380582), 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 John Lewis?
Through John's website, www.wicinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Willis Investment Counsel website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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