1919 INVESTMENT COUNSEL, LLC

RIASEC RegisteredEst. 2004

Total AUM

$26B

Discretionary

$25.9B

100% of AUM

Avg account

$5M

Accounts

5,169

Employees

131

Advisory reps

Firm details

Headquarters: BALTIMORE, Maryland
CRD number: 133370
Registered since: November 24, 2004
Website: 1919ic.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, CITI PRIVATE BANK, U.S. BANCORP INVESTMENTS, INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI72.36%
Charitable Organizations9.11%
Corporations / Businesses6.76%
Investment Companies4.03%
Individuals3.9%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

1919 Investment Counsel, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2004. The firm serves both individual/family and institutional clients and is classified as an insurance broker-dealer. It functions as a capital allocator and reports CPO/CTA activities alongside a broad set of advisory services that include financial planning, portfolio management for individuals, businesses and investment companies, pension consulting and selection of other advisers. Fee arrangements include asset-based fees, fixed fees and other structures. The firm identifies as an active ESG investor and maintains multiple industry affiliations that span broker-dealer, trust and banking relationships, registered municipal and security-based swap activity, and roles as sponsor or GP of pooled vehicles. 1919 Investment Counsel has been recognized in industry lists across several years, including placements in Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIA Firms (2020), Barron’s Top 100 RIA Firms (2021–2025), and Forbes Top RIA Firms (2024).