SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
ZWJ Investment Counsel Inc
Atlanta, GA
CRD 110397
Firm filing updated March 26, 2026 ·
- $4.2BAssets
- 12Advisory staff
- 2,387Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals656
- Individuals334
- Charities32
- Corporations or other businesses25
- Pension and profit sharing plans9
- and 1 more2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 334 | $153.0 million |
| High net worth individuals | 656 | $3.7 billion |
| Banking or thrift institutions | Fewer than 5 clients | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $38.1 million |
| Charitable organizations | 32 | $229.6 million |
| State or municipal government entities (including government pension plans) | 2 | $21.3 million |
| Other investment advisors | Fewer than 5 clients | $0 |
| Insurance companies | Fewer than 5 clients | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 |
| Corporations or other businesses not listed above | 25 | $129.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$4.2 billion
- Accounts2,387
- DiscretionaryAll accounts
People
- Employees20
- Advisory staff12
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients51 to 100
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 110397, SEC file 801-16306.
- Registered with the SEC as an investment advisor (status date on record: August 10, 1981).
Is ZWJ Investment Counsel Inc a fiduciary?
Short answer: ZWJ Investment Counsel Inc is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.