1919 INVESTMENT COUNSEL, LLC
SEC RegisteredWe Don't Just Wait To Talk. We Listen.
About the firm
Founded in 1919, 1919 Investment Counsel is an investment advisory firm with more than a century of history, $25.1B in assets under management, and a focus on the success of its clients. The firm offers the service of a boutique firm at scale, providing deep market insights informed by proprietary research and trading while maintaining highly-responsive, personal relationships.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment counsel, family office services, women and wealth, responsible investing, outsourced CIO services, and services for foundations and endowments.
Who they serve
Individuals and families, as well as foundations and endowments.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,213 | $1.0B |
| High Net Worth Individuals | 2,653 | $18.8B |
| Charitable Organizations | 50 | $962M |
| State/Municipal Entities | 146 | — |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
32 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Individual Equity/Balanced - First $3M | 1.00% |
| Individual Equity/Balanced - Next $7M | 0.70% |
| Individual Equity/Balanced - Next $30M | 0.50% |
| Individual Equity/Balanced - Balance | 0.40% |
| Institutional Equity/Balanced - First $10M | 0.75% |
| Institutional Equity/Balanced - Next $15M | 0.60% |
| Institutional Equity/Balanced - Next $25M | 0.50% |
| Institutional Equity/Balanced - Balance | 0.40% |
| Individual Fixed Income - First $3M | 0.50% |
| Individual Fixed Income - Next $7M | 0.35% |
| Individual Fixed Income - Next $30M | 0.25% |
| Individual Fixed Income - Balance | 0.20% |
| Institutional Fixed Income - First $10M | 0.30% |
| Institutional Fixed Income - Next $15M | 0.20% |
| Institutional Fixed Income - Next $25M | 0.15% |
| Institutional Fixed Income - Balance | 0.10% |
Data as of April 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. 1919 INVESTMENT COUNSEL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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