ZWJ Investment Counsel Inc

RIASEC Registered

Total AUM

$4.2B

Discretionary

$4.2B

100% of AUM

Avg account

$1.8M

Accounts

2,387

Employees

Advisory reps

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

FINTRX

Overview

ZWJ Investment Counsel Inc is an independent, privately owned registered investment adviser that has been SEC-registered since 1981. The firm manages portfolios for individuals, families and institutional clients and serves as a capital allocator, blending discretionary portfolio management with financial planning and selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM billing and fixed fees. ZWJ does not identify as an active ESG investor. The firm was named to CNBC’s Top 100 Financial Advisory Firms list for 2019, 2020, 2021 and 2022.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client 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

Stacey Ewing
Principal, Portfolio Manager & Director of Equity ResearchCRD 4407699
Emilie Hill
Principal and Portfolio ManagerCRD 6795135
Kevin Yang
Principal, Investment Committee MemberCRD 5940910