David R. Bockel

CRAWFORD INVESTMENT COUNSEL

Atlanta, GA 30339

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CRD#: 4304994

Professional summary

David Robert Bockel JR., CFP® is a registered financial advisor currently at CRAWFORD INVESTMENT COUNSEL INC located in Atlanta, Georgia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Since April 2021, David has served as Lead Advisor with Resource Planning Group, Ltd., an investment advisory firm located in Atlanta, Georgia. His responsibilities include financial planning and investment advisory services. David spends the majority of his time on duties related to Resource Planning Group, Ltd. Since July 2018, David has served as CEO of Old Ivy Asset Management, LLC., an investment advisory firm located in Atlanta, Georgia. His responsibilities include financial planning and investment advisory services. David spends approximately 20 - 40 hours per/month on duties related to Old Ivy Asset Management, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Robert Bockel JR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

October 24, 2022 - Present

CRAWFORD INVESTMENT COUNSEL INC

Office #1: 600 Galleria Parkway, Se Suite 1650, Atlanta, GA 30339

RIA

CRD#: 110271

Atlanta, GA

Past

April 26, 2021 - October 9, 2022

RESOURCE PLANNING GROUP, LTD.

RIA

CRD#: 111524

ATLANTA, GA

Past

August 13, 2018 - December 16, 2021

OLD IVY ASSET MANAGEMENT

RIA

CRD#: 298340

ATLANTA, GA

Past

November 16, 2009 - October 24, 2016

ALPS DISTRIBUTORS, INC.

CRD#: 16853

NORCROSS, GA

Past

December 8, 2000 - November 13, 2009

IFS FUND DISTRIBUTORS, INC.

CRD#: 24075

CINCINNATI, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CRAWFORD INVESTMENT COUNSEL INC

CRD#: 110271 / SEC#: 801-15563

RIA

Registered Investment Advisory firm - (10/15/1980 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(10/24/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/21/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/14/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/24/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/7/2000

General Securities Representative Examination

Current Firm

CRAWFORD INVESTMENT COUNSEL INC

CRD#: 110271 / SEC#: 801-15563

RIA

Registered Investment Advisory firm - (10/15/1980 Approved)

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Contact information

Main Address

600 Galleria Parkway, Se Suite 1650, Atlanta, GA 30339

Mailing Address

Phone number

(770) 859-0045

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CRAWFORD INVESTMENT COUNSEL FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,043
AUM (Assets Under Management)	$ 8,494,589,824

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

David R. Bockel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Robert Bockel JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

RESOURCE PLANNING GROUP, LTD.

OLD IVY ASSET MANAGEMENT

ALPS DISTRIBUTORS, INC.

IFS FUND DISTRIBUTORS, INC.

Primary Firm SEC Registration

CRAWFORD INVESTMENT COUNSEL INC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/21/2018

Series 63

Date: 5/14/2002

SIE

Date: 10/24/2016

Series 7

Date: 12/7/2000

Current Firm

CRAWFORD INVESTMENT COUNSEL INC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRAWFORD INVESTMENT COUNSEL INC

TRUST BUT VERIFY

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