Zwj Investment Counsel Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 26, 2026, reports $4.2B in regulatory assets under management, 20 employees, and 2,387 accounts.
Assets Under Management
$4.2B
Employees
20
Offices
--
Total Clients
1,058
Primary office
ATLANTA, GA
75 14TH STREET NE, SUITE 2900, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.0% of total clients.
Top client categories% of clientsClients
1
HNWI
62.0%
656
2
Individuals
31.6%
334
3
Charitable
3.0%
32
4
Corporations
2.4%
25
5
Pension Plans
0.9%
9
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.2Bas of March 26, 2026
Discretionary100.0%
$4.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.2B
Total Accounts2,387
10Y AUM Change+$2.5B (+138.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee53:1
10Y Employee Change+5 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.