ZWJ INVESTMENT COUNSEL INC

Latest filing: Mar 15, 2024 (253 days ago)
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Adviser Website

AUM

$3,541,146,369
19% change vs. 1 year ago
30% change vs. 3 years ago
72% change vs. 5 years ago
162% change vs. 10 years ago

Employee Count

19
12% change vs. 1 year ago
19% change vs. 3 years ago
27% change vs. 5 years ago
12% change vs. 10 years ago

Main Office

ATLANTA, GA
75 14TH STREET NE, ATLANTA, GA, UNITED STATES, 30309-7604

Client AUM

Discretion AUM
Discretionary $3.1
Non-Discretionary $0.4
Total $3.5
Client AUM
Retail $3.2
Pooled $0.0
Institutional $0.4
Total $3.5
Retail Accounts AUM
Individual 355 $0.2
Average Individual AUM $486,314
HNW 573 $3.0
Average HNW AUM $5,196,110
Retail Total 928 $3.2
Average Retail AUM $3,394,410

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. SAN FRANCISCO-CA-USA $3.1

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $3.5
Retail SMA AUM $3.2
Institutional SMA AUM $0.4
Asset Class % AUM
Equity Exch 61% $2.2
Equity Non-Exch 0% $0.0
Govt Agency 9% $0.3
Municipal 8% $0.3
Sovereign 0% $0.0
IG Credit 5% $0.2
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 6% $0.2
Other Pools 0% $0.0
Cash 11% $0.4
Other 0% $0.0
Total 100% $3.5

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

6 active

Name Title
ABNEY, CHARLES, LYNDORF SENIOR VICE PRESIDENT
JACKSON, CLAYTON, FRANKLIN PRESIDENT
YOUNG, BRADFORD, SIDNEY JOHNSTON VICE PRESIDENT
COSGROVE, KRISTA, LEE CHIEF COMPLIANCE OFFICER, VICE PRESIDENT
YANG, KEVIN, CHUN HSIANG CHIEF INVESTMENT OFFICER VICE PRESIDENT
FLANAGAN, CASEY, JOHN SENIOR VICE PRESIDENT

ADVDB.CO • SOURCE: SEC

Representatives

12 active representatives found

Name City State Exams Designations
BRADFORD YOUNG ATLANTA GA CHARTERED FINANCIAL ANALYST
JOHN SHEPARD ATLANTA GA CHARTERED FINANCIAL ANALYST
KEVIN YANG ATLANTA GA CHARTERED FINANCIAL ANALYST
CASEY FLANAGAN ATLANTA GA CHARTERED FINANCIAL ANALYST
GLEN CARPENTER ATLANTA GA CHARTERED FINANCIAL ANALYST
ROBERT NEVILLE ATLANTA GA S63|1985-11-12|S66|2002-06-19 CHARTERED FINANCIAL ANALYST
KRISTA COSGROVE ATLANTA GA CHARTERED FINANCIAL ANALYST
EDWIN FEINOUR ATLANTA GA S63|1997-01-28|S66|2003-09-22
CHARLES ABNEY ATLANTA GA CHARTERED FINANCIAL ANALYST
STACEY EWING ATLANTA GA CHARTERED FINANCIAL ANALYST
EMILIE HILL ATLANTA GA CHARTERED FINANCIAL ANALYST
CLAYTON JACKSON ATLANTA GA S63|1994-07-14 CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-11-01 $3.5 $0.0 0% 19 0 0%
2024-04-02 $3.5 $0.0 0% 19 0 0%
2023-04-04 $3.0 $0.6 19% 17 2 12%
2022-04-01 $3.2 $0.3 10% 17 2 12%
2021-04-05 $2.7 $0.8 30% 16 3 19%
2020-04-01 $2.4 $1.1 45% 15 4 27%
2019-04-01 $2.1 $1.5 72% 15 4 27%
2018-04-02 $2.1 $1.4 67% 16 3 19%
2017-04-01 $1.8 $1.8 100% 15 4 27%
2016-04-01 $1.6 $1.9 116% 15 4 27%
2015-04-01 $1.6 $1.9 115% 17 2 12%
2014-04-01 $1.3 $2.2 162% 17 2 12%
2013-04-01 $1.2 $2.4 197% 17 2 12%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
GA, AL-09/28/1994, CA-10/30/2003, CO-03/27/2018, CT-10/29/2019, FL-10/04/1989, GA-04/03/1989, IL-06/23/2004, LA-03/27/2012, MA-03/25/2021, MD-03/25/2021, NC-03/30/2001, NH-03/28/2013, NM-03/29/2023, NY-01/03/2005, OH-10/30/2003, PA-03/15/2024, PR-03/15/2024, SC-12/19/1995, TN-03/28/2019, TX-04/22/1997, VA-03/27/2018
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV