Calvert Investment Counsel

Calvert Investment Counsel (CRD# 135656) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $115,107,176 in 205 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $561,498
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
  • Selection of other advisers (including private fund managers)
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.

FL, MD, NH, VA

Financial Advisors at Calvert Investment Counsel
Showing 1 - 3 of 3 top financial advisors.
1
Jacolyn H. Wetmore
CRD#: 2856221
4 North Park Drive, Suite 201, Hunt Valley, MD 21030
93
Wealthminder
score

Jacolyn Wetmore (CRD# 2856221) is an Investment Advisor Representative working at Calvert Investment Counsel in Hunt Valley, MD and has over 21 years of experience in the finance industry.

2
Edward K. Hurlock
CRD#: 1760641
20 Wight Avenue, Suite 155, Hunt Valley, MD 21030
87
Wealthminder
score

Edward Hurlock (CRD# 1760641) is an Investment Advisor Representative working at Calvert Investment Counsel in Hunt Valley, MD and has 1 year of experience in the finance industry.

3
James J. Robison
CRD#: 857336
4 North Park Drive, Suite 201, Hunt Valley, MD 21030
63
Wealthminder
score

James Robison (CRD# 857336) is an Investment Advisor Representative working at Calvert Investment Counsel in Hunt Valley, MD and has over 36 years of experience in the finance industry.

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