Zwj Investment Counsel INC
Atlanta, GA·SEC-registered · CRD #110397
Zwj Investment Counsel INC is an SEC-registered investment advisory firm in Atlanta, GA managing $4.2B across 2.4k client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.2B
Client accounts
2.4k
Advisory staff
12
Fee model
Fee-based
How Zwj Investment Counsel INC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Zwj Investment Counsel INC
How much does Zwj Investment Counsel INC manage?
Per its most recent SEC Form ADV filing (03/26/2026), Zwj Investment Counsel INC reports $4.2B in regulatory assets under management across roughly 2.4k client accounts.
How does Zwj Investment Counsel INC charge?
Zwj Investment Counsel INC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Zwj Investment Counsel INC a fiduciary?
Yes. Zwj Investment Counsel INC is registered with the U.S. Securities and Exchange Commission (CRD #110397), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Zwj Investment Counsel INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Zwj Investment Counsel INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Atlanta, GA
Profile compiled from Zwj Investment Counsel INC's public SEC Form ADV filing (CRD #110397, filed 03/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Zwj Investment Counsel INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Zwj Investment Counsel INC? Claim this profile.