Zwj Investment Counsel Inc
● SEC registered since 1981CRD 110397SEC# 801-16306Atlanta, GA
Reg. AUM
$4.23B
Employees
20
Accounts
2,387
Location
Atlanta, GA
Zwj Investment Counsel Inc assets under management
Zwj Investment Counsel Inc is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 1981. It reports $4.2 billion in regulatory assets under management and employs 20 people.
Zwj Investment Counsel Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradford Sidney Johnston Young | Vice President | 5-10% | 2004 |
| Casey John Flanagan Control | Chief Financial Officer, Senior Vice President | 10-25% | 2023 |
| Charles Lyndorf Abney Control | President | 10-25% | 2004 |
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Join to unlock · $37/moFrequently asked questions
How much does Zwj Investment Counsel Inc manage?
Zwj Investment Counsel Inc reports $4.2 billion in regulatory assets under management on its Form ADV.
How many employees does Zwj Investment Counsel Inc have?
Zwj Investment Counsel Inc reports 20 employees.
Where is Zwj Investment Counsel Inc located?
Zwj Investment Counsel Inc is based in Atlanta, GA and has been SEC-registered since 1981.
Does Zwj Investment Counsel Inc disclose fund performance?
Zwj Investment Counsel Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 75 14th Street NE, Suite 2900, Atlanta, GA 30309-7604 |
| Phone | 404-873-2211 |
| Fax | 404-873-6424 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 842782 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.23B▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$4.23Bregulatory AUM
Discretionary $4.23B