ZWJ Investment Counsel Inc
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 110397
- Registered since
- August 10, 1981
- Website
- www.zwjic.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.47%
- Charitable Organizations5.43%
- Individuals3.62%
- Corporations / Businesses3.07%
- Pension & Profit Sharing Plans0.9%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
ZWJ Investment Counsel Inc. is an independent, SEC-registered advisory firm that has operated since the early 1980s. It serves both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selection of third‑party advisers. The firm charges a mix of percentage-of-AUM and fixed-fee arrangements and describes itself as a capital allocator that incorporates outside managers into client solutions. ZWJ is not an active ESG investor and is not structured as a multi-state or newly formed adviser. The firm was included on CNBC’s Top 100 Financial Advisory Firms list each year from 2019 through 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents9%
- US Government Bonds8%
- State & Local Bonds6%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1
Krista Cosgrove
Principal And Chief Compliance OfficerCRD 2167065
Contacts
3 of 12
Bobbi Parlo
Portfolio ManagerCRD 7867625
Clayton Jackson
PresidentCRD 2520920
William Miller
Principal and Portfolio ManagerCRD 7139586
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$84.1M in ETFs
92%
$77.3M
4%
$6.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $10.6M | 49,620 | 12.56% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 75 14th St Ne
- Time zone
- ET (UTC-5)
- Office locations
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