Willis Investment Management Co (Charlottesville)

Willis Investment Management Co is a large advisory firm based in Charlottesville. It manages $136.96 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.

Willis Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Willis Investment Management: assets under management

The assets under management (AUM) of Willis Investment Management Co is $136.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $136.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.07 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Willis Investment Management Co for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Willis Investment Management Co

Rodney Emil Deane has been acting as President since 1 Nov 1985. James Hull Willis joined the executive team most recently as the President, Director, Chief Compliance Officer (09/13/04).

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Hull Willis	President, director, chief compliance officer (09/13/04)	1 Nov 1985	75% - 100%	468622
Rodney Emil Deane	Director	1 Nov 1985	Other	4345511

Based in Charlottesville

The principal office where Willis Investment Management Co performs its advisory services is located at 501 Faulconer Drive, Charlottesville, VA 22903 4980, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.