Wealth Manager
    SEC Registered
    Manages Private Funds

    Zwj Investment Counsel Inc

    Registered investment advisor · Atlanta, Georgia · CRD #110397

    Assets Under Management
    $4.2B
    Client Accounts
    2,387
    Employees
    20
    CRD Number
    110397
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Zwj Investment Counsel Inc

    ZWJ Investment Counsel, a SEC Registered Investment Advisor (RIA), is an Atlanta-based boutique investment services firm working with affluent and high net worth clients, stewarding their wealth since 1982. The majority of investment team members at ZWJ hold a Chartered Financial Analyst® (CFA) designation and have extensive financial markets expertise. ZWJ creates and actively manages custom individual stock and bond portfolios based on client goals, liquidity needs, and risk tolerance. Thro

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Zwj Investment Counsel Inc's AUM?

    Zwj Investment Counsel Inc reports approximately $4.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Zwj Investment Counsel Inc headquartered?

    Zwj Investment Counsel Inc is headquartered in Atlanta, Georgia.

    What is Zwj Investment Counsel Inc's CRD number?

    Zwj Investment Counsel Inc's CRD number is 110397. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Zwj Investment Counsel Inc manage?

    Zwj Investment Counsel Inc manages approximately 2,387 client accounts according to its latest SEC filing.

    Is Zwj Investment Counsel Inc SEC registered?

    Yes, Zwj Investment Counsel Inc is registered with the SEC as an investment adviser with an approved registration status.

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