ZWJ Investment Counsel
TL;DR
ZWJ Investment Counsel traces its beginnings to 1982 and provides discretionary equity, fixed income and balanced portfolio management to individuals, trusts, estates and institutions.
$4.2 billion
Regulatory AUM
As of ADV filing 2026-03-26
2,387
Accounts / Clients
990 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
20
Team Size
employees, 12 advisory
45 yrs
Years Registered
First registered 1981
About ZWJ Investment Counsel
ZWJ Investment Counsel traces its beginnings to 1982 and provides discretionary equity, fixed income and balanced portfolio management to individuals, trusts, estates and institutions.
Office: 75 14th Street NE, Suite 2900, Atlanta, GA 30309.
Best for: investors with $1M or more who want active portfolio management from a CFA-led team
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD110397
RegistrationSEC-registered
First registration1981
Regulatory AUM$4.2 billion
ADV filing date2026-03-26
Accounts2,387
Clients990 individual and high-net-worth clients
Employees20
Advisory employees12
Fee modelAsset-based fees, 1% on first $1M; no commissions disclosed beyond custodian trade fees
Minimum$1,000,000 minimum account size, may be waived (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFA, CFP and CPA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 110397, as of ADV filing 2026-03-26, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Atlanta, GA (2026): rank 8 of 10
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