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Crawford Investment
Crawford Investment Counsel is an independent investment adviser founded in 1980. The firm is 100% employee-owned with over $8 billion in assets under...
Crawford Investment
Crawford Investment Counsel is an independent investment adviser founded in 1980. The firm is 100% employee-owned with over $8 billion in assets under management and runs on its founding principles and philosophy. It focuses on high-quality companies purchased at sensible valuations and seeks to deliver attractive long-term investment returns with a high level of client retention.
General information
Firm type
Generalist
Year founded
1980
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Principals
John H. Crawford
III, Founder and Chairman
David B. Crawford
CFA, President
John H. Crawford
IV, CFA, Chief Investment Officer
Aaron R. Foresman
CFA, Managed Income Strategy Portfolio Manager and Managing Director of Equity Research
Geoffrey S. DeLong
CFA, Fixed Income Investments Managing Director
Frank Kimball
Chief Operating Officer
Tony Rivera
CPA, Chief Financial Officer
Casey Krimmel Dhande
Chief Compliance Officer
Thomas J. Buehler
CFA, Managing Director of Private Client and Portfolio Manager
Frequently asked questions
What is Crawford Investment's core investment philosophy?
Crawford Investment employs a fundamental, bottom-up research process across its equity and fixed-income strategies. The firm's equity discipline emphasizes quality-growth companies with durable competitive advantages and strong balance sheets. The fixed-income practice focuses on managing duration risk and credit exposure within taxable and tax-exempt mandates. Specific documented track records and vehicle-level performance are not disclosed in the public record.
Does Crawford Investment manage alternative assets like private equity or hedge funds?
Crawford Investment's known mandate set is limited to traditional asset classes — long-only equities and fixed income. There is no public record of the firm managing private equity, venture capital, hedge fund, or real asset vehicles. Its identity as a Southeastern registered investment adviser has historically placed it within the conventional long-only institutional management space rather than the alternatives arena.
How does Crawford Investment distinguish itself from larger Southeastern peers?
Its principal differentiator is independence and boutique scale. Unlike the large Southeastern institutional managers that have consolidated or gone public, Crawford Investment operates as an employee-owned firm with a single office. This structure aims to minimize product-manufacturing and distribution conflicts, allowing portfolio management teams to focus exclusively on security selection. The actual ownership breakdown among current professionals is not publicly detailed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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