1919 Investment Counsel, LLC

1919 Investment Counsel, LLC (CRD# 133370) is a financial advisory firm headquartered in Baltimore, MD. They manage $17,554,381,658 in 6,503 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    17,554
    MILLION
  • Total Number of Accounts
    6,503
    ACCOUNTS
  • Average Account Value
    $2,699,428
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at 1919 Investment Counsel, LLC
Showing 11 - 20 of 30 top financial advisors.
11
Robert P. Huesman
CRD#: 6607483
600 Vine Street, Suite 2000, Cincinnati, OH 45202

Robert Huesman (CRD# 6607483) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Cincinnati, OH and has 1 year of experience in the finance industry. Robert Huesman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

12
Elizabeth A. Juson
CRD#: 3268701
49 Stevenson Street, Suite 1075, San Francisco, CA 94105

Elizabeth Juson (CRD# 3268701) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in San Francisco, CA and has over 21 years of experience in the finance industry.

13
Arthur S. Karafin
CRD#: 4346916
One South Street, Suite 2500, Baltimore, MD 21202

Arthur Karafin (CRD# 4346916) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Baltimore, MD and has 1 year of experience in the finance industry.

14
Charles C. King
CRD#: 1360425
Two Logan Squre, 100-120 Norh 18th Street, Philadelphia, PA 19103

Charles King (CRD# 1360425) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Philadelphia, PA and has over 28 years of experience in the finance industry.

15
Miller S. Kreider
CRD#: 5538428
2311 Highland Avenue South, Suite 190, Birmingham, AL 35205

Miller Kreider (CRD# 5538428) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Birmingham, AL and has over 9 years of experience in the finance industry.

16
Lauren K. Krieger
CRD#: 6608515
One South Street, Suite 2500, Baltimore, MD 21202

Lauren Krieger (CRD# 6608515) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Baltimore, MD and has 1 year of experience in the finance industry.

17
Desislava V. Locher
CRD#: 6610977
One South Street, Suite 2500, Baltimore, MD 21202

Desislava Locher (CRD# 6610977) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Baltimore, MD and has 1 year of experience in the finance industry.

18
Meredith A. Mowen
CRD#: 4664017
One South Street, Suite 2500, Baltimore, MD 21202

Meredith Mowen (CRD# 4664017) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Baltimore, MD and has over 16 years of experience in the finance industry.

19
James J. O'connor
CRD#: 4314571
49 Stevenson Street, Suite 1075, San Francisco, CA 94105

James O'connor (CRD# 4314571) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in San Francisco, CA and has over 20 years of experience in the finance industry. James O'connor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

20
Monika M. Panger
CRD#: 2713938
Two Logan Square Suite 1850, Philadelphia, PA 19103

Monika Panger (CRD# 2713938) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Philadelphia, PA and has over 25 years of experience in the finance industry.

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