ZWJ INVESTMENT COUNSEL INC
SEC RegisteredBe Known As One Of A Kind, Not As A Number
About the firm
ZWJ is an employee-owned investment advisory firm that emphasizes active investment management and personal client relationships. The firm has been operating since 1982 and grows primarily through client referrals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Active investment management with a long-term investment strategy designed around each client's specific investment objectives, with direct portfolio manager access and ongoing portfolio communication.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 334 | $153M |
| High Net Worth Individuals | 656 | $3.7B |
| Charitable Organizations | 9 | $38M |
| State/Municipal Entities | 32 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
13 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $2,000,000 | 0.75% |
| Next $7,000,000 | 0.50% |
| Above $10,000,000 | 0.00% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ZWJ INVESTMENT COUNSEL INC 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.