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, privately owned registered investment adviser that has been operating since 1981. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients, offering financial planning and discretionary portfolio management across individual, small business and institutional accounts. Fee arrangements include AUM-based charges and fixed fees. The firm provides manager selection services, and it does not describe itself as an active ESG investor. Between 2019 and 2022 ZWJ appeared on CNBC’s Top 100 Financial Advisory Firms list for four consecutive years. Its business model emphasizes equity exposure and the use of external alternative managers alongside traditional pooled vehicles.
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 1KRISTA COSGROVE
Principal And Chief Compliance OfficerCRD 2167065
Contacts
3 of 12Bobbi 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 45Active vs passive
$76.3M in ETFs
89%
$68M
7%
$8.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $9.5M | 49,541 | 12.46% |
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
Similar firms
SAGE MOUNTAIN ADVISORS, LLC
RIAAtlanta, GA
BT FAMILY OFFICE, LLC
RIAAtlanta, GA
HOLBROOK HOLDINGS, INC.
RIAAtlanta, GA
IFG Advisory, LLC
RIAAtlanta, GA
FIDUCIARYVEST, LLC
RIAAtlanta, GA
EQUITY INVESTMENT CORP
RIAAtlanta, GA