ZWJ INVESTMENT COUNSEL INC
Latest filing: Mar 24, 2025 (224 days ago)
AUM
$3,856,084,952
9% change vs. 1 year ago
20% change vs. 3 years ago
57% change vs. 5 years ago
134% change vs. 10 years ago
Employee Count
19
0% change vs. 1 year ago
12% change vs. 3 years ago
27% change vs. 5 years ago
12% change vs. 10 years ago
Main Office
ATLANTA, GA
75 14TH STREET NE, ATLANTA, GA, UNITED STATES, 30309-7604
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.6 |
| Non-Discretionary | $0.3 |
| Total | $3.9 |
| Client | AUM |
|---|---|
| Retail | $3.4 |
| Pooled | $0.0 |
| Institutional | $0.4 |
| Total | $3.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 308 | $0.2 |
| Average Individual AUM | $491,180 | |
| HNW | 617 | $3.3 |
| Average HNW AUM | $5,310,023 | |
| Retail Total | 925 | $3.4 |
| Average Retail AUM | $3,705,478 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $3.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $3.9 |
| Retail SMA AUM | $3.4 |
| Institutional SMA AUM | $0.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 68% | $2.6 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 8% | $0.3 |
| Municipal | 7% | $0.3 |
| Sovereign | 0% | $0.0 |
| IG Credit | 5% | $0.2 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 3% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 9% | $0.3 |
| Other | 0% | $0.0 |
| Total | 100% | $3.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
6 active
| Name | Title |
|---|---|
| ABNEY, CHARLES, LYNDORF | SENIOR VICE PRESIDENT |
| JACKSON, CLAYTON, FRANKLIN | PRESIDENT |
| YOUNG, BRADFORD, SIDNEY JOHNSTON | VICE PRESIDENT |
| COSGROVE, KRISTA, LEE | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT |
| YANG, KEVIN, CHUN HSIANG | CHIEF INVESTMENT OFFICER VICE PRESIDENT |
| FLANAGAN, CASEY, JOHN | SENIOR VICE PRESIDENT |
ADVDB.CO • SOURCE: SEC
Representatives
12 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| BRADFORD YOUNG | ATLANTA | GA | CHARTERED FINANCIAL ANALYST | ||||||
| EDWIN FEINOUR | ATLANTA | GA | S63|1997-01-28|S66|2003-09-22 | ||||||
| CHARLES ABNEY | ATLANTA | GA | CHARTERED FINANCIAL ANALYST | ||||||
| CASEY FLANAGAN | ATLANTA | GA | CHARTERED FINANCIAL ANALYST | ||||||
| JOHN SHEPARD | ATLANTA | GA | CHARTERED FINANCIAL ANALYST | ||||||
| ROBERT NEVILLE | ATLANTA | GA | S63|1985-11-12|S66|2002-06-19 | CHARTERED FINANCIAL ANALYST | |||||
| GLEN CARPENTER | ATLANTA | GA | CHARTERED FINANCIAL ANALYST | ||||||
| KRISTA COSGROVE | ATLANTA | GA | CHARTERED FINANCIAL ANALYST | ||||||
| CLAYTON JACKSON | ATLANTA | GA | S63|1994-07-14 | CHARTERED FINANCIAL ANALYST | |||||
| STACEY EWING | ATLANTA | GA | CHARTERED FINANCIAL ANALYST | ||||||
| KEVIN YANG | ATLANTA | GA | CHARTERED FINANCIAL ANALYST | ||||||
| EMILIE HILL | ATLANTA | GA | CHARTERED FINANCIAL ANALYST | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $3.9 | $0.0 | 0% | 19 | 0 | 0% |
| 2025-04-21 | $3.9 | $0.0 | 0% | 19 | 0 | 0% |
| 2024-04-02 | $3.5 | $0.3 | 9% | 19 | 0 | 0% |
| 2023-04-04 | $3.0 | $0.9 | 30% | 17 | 2 | 12% |
| 2022-04-01 | $3.2 | $0.6 | 20% | 17 | 2 | 12% |
| 2021-04-05 | $2.7 | $1.1 | 42% | 16 | 3 | 19% |
| 2020-04-01 | $2.4 | $1.4 | 57% | 15 | 4 | 27% |
| 2019-04-01 | $2.1 | $1.8 | 87% | 15 | 4 | 27% |
| 2018-04-02 | $2.1 | $1.7 | 82% | 16 | 3 | 19% |
| 2017-04-01 | $1.8 | $2.1 | 118% | 15 | 4 | 27% |
| 2016-04-01 | $1.6 | $2.2 | 135% | 15 | 4 | 27% |
| 2015-04-01 | $1.6 | $2.2 | 134% | 17 | 2 | 12% |
| 2014-04-01 | $1.3 | $2.5 | 186% | 17 | 2 | 12% |
| 2013-04-01 | $1.2 | $2.7 | 224% | 17 | 2 | 12% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| GA, AL-09/28/1994, CA-10/30/2003, CO-03/27/2018, CT-10/29/2019, FL-10/04/1989, GA-04/03/1989, IL-06/23/2004, LA-03/27/2012, MA-03/25/2021, MD-03/25/2021, MS-03/24/2025, NC-03/30/2001, NH-03/28/2013, NM-03/29/2023, NY-01/03/2005, OH-10/30/2003, PA-03/15/2024, PR-03/15/2024, SC-12/19/1995, TN-03/28/2019, TX-04/22/1997, VA-03/27/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV