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 formed as a limited liability company in 2004 that serves both individuals/families and institutional clients. The firm functions as a capital allocator and provides a range of advisory services including financial planning, portfolio management for individuals, businesses and investment companies, pension consulting, selection of third‑party advisers, and operates in a CPO/CTA capacity. Fee arrangements include percentage of AUM, fixed fees and other structures. The firm identifies as an active ESG investor and maintains industry relationships spanning broker‑dealers, trust companies, banks and sponsors/GPs of pooled vehicles. Public recognition includes placements on Financial Times and FA Magazine lists in 2020, multiple Top 100 rankings from Barron’s (2021–2025), and a Forbes Top RIA Firms mention in 2024.