1919 Investment Counsel, LLC

RIASEC Registered

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 (registered in 2004) that manages portfolios for individuals, families and institutional clients. The firm operates as a capital allocator and provides a broad set of advisory services including financial planning, discretionary portfolio management for individuals, businesses and investment companies, pension consulting and manager selection. Its fee arrangements include percentage-of-AUM and fixed-fee structures, and the firm lists CPO/CTA activities among its business lines. The firm reports being an active ESG investor and maintains multiple industry affiliations spanning broker-dealer relationships, trust and banking connections, registered municipal-advisor and security-based swap dealer roles, and sponsor/GP positions for pooled vehicles. 1919 Investment Counsel has been recognized in industry rankings, including repeated placement on Barron’s Top 100 RIA Firms (2021–2025), inclusion on the Financial Times Top 300 (2020), and listings by FA Magazine (2020) and Forbes (2024).