Zwj Investment Counsel Inc.

Zwj Investment Counsel Inc. (CRD# 110397) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,715,301,449 in 2,029 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,715
    MILLION
  • Total Number of Accounts
    2,029
    ACCOUNTS
  • Average Account Value
    $1,338,246
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AL, CA, CO, CT, FL, GA, IL, LA, MA, MD, NC, NH, NM, NY, OH, SC, TN, TX, VA

Financial Advisors at Zwj Investment Counsel Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Charles L. Abney
CRD#: 2711031
75 14th Street Ne, Suite 2900, Atlanta, GA 30309

Charles Abney (CRD# 2711031) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

2
Glen R. Carpenter
CRD#: 4855727
75 14th Street Ne, Suite 2900, Atlanta, GA 30309

Glen Carpenter (CRD# 4855727) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

3
Krista L. Cosgrove
CRD#: 2167065
75 14th Street Ne, Suite 2900, Atlanta, GA 30309

Krista Cosgrove (CRD# 2167065) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

4
Stacey D. Ewing
CRD#: 4407699
75 14th Street Ne, Suite 2900, Atlanta, GA 30309

Stacey Ewing (CRD# 4407699) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

5
Emilie D. Hill
CRD#: 6795135
75 14th Street Ne, Suite 2900, Atlanta, GA 30309

Emilie Hill (CRD# 6795135) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

6
Clayton F. Jackson
CRD#: 2520920
75 14th Street Ne, Suite 2900, Atlanta, GA 30309

Clayton Jackson (CRD# 2520920) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has over 27 years of experience in the finance industry.

7
Robert G. Neville
CRD#: 1414520
75 14th Street Ne, Suite 2900, Atlanta, GA 30309

Robert Neville (CRD# 1414520) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has over 35 years of experience in the finance industry.

8
John B. Shepard
CRD#: 4371652
75 14th Street Ne, Suite 2900, Atlanta, GA 30309

John Shepard (CRD# 4371652) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

9
Kevin C. Yang
CRD#: 5940910
75 14th Street Ne, Suite 2900, Atlanta, GA 30309

Kevin Yang (CRD# 5940910) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

10
Bradford S. Young
CRD#: 4899077
75 14th Street Ne, Suite 2900, Atlanta, GA 30309

Bradford Young (CRD# 4899077) is an Investment Advisor Representative working at Zwj Investment Counsel Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

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