Multi-Family OfficeRIA · CRD 133370SEC-Registered

Updated:

1919 Investment Counsel

1919 Investment Counsel runs multi-family office portfolios from Baltimore with roots dating to 1919.

1919 Investment Counsel

1919 Investment Counsel

1919 Investment Counsel was founded in 1919 when Theodore Scudder established Scudder, Stevens & Clark. Harry O'Mealia serves as President and CEO while Charles King acts as Chief Investment Officer. The firm provides multi-family office services without a single disclosed wealth source. The firm allocates across public equities, fixed income, and real estate. Confirmed holdings include positions in Simon Property Group LP and Terreno Realty Corp. It maintains signatory status with the Principles for Responsible Investment and membership in the Interfaith Center on Corporate Responsibility. Geographic exposure centers on the United States with additional activity in select international markets through listed securities. The firm reports approximately $26 billion in assets under management. It maintains a corporate giving program and has operated under Stifel Financial Corp. ownership since the 2014 acquisition from Legg Mason. No additional offices or dated operational events from the past 24 months appear in available records.

General information

Firm type

Multi Family Office

Year founded

1919

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Baltimore

Corporate office

Baltimore, MD, United States

Principals

Harry O'Mealia

President and CEO

Charles King

Chief Investment Officer and Managing Director

Sector focus

Real EstateSustainable Investing

Frequently asked questions

Who runs investment decisions at 1919 Investment Counsel?

Harry O'Mealia serves as President and CEO. Charles King holds the role of Chief Investment Officer and Managing Director.

Is 1919 Investment Counsel structured as a single family office or multi-family office?

The firm operates as a multi-family office serving multiple high-net-worth families, foundations, endowments, and institutions.

Does 1919 Investment Counsel participate in fund commitments or direct deals?

The firm manages discretionary portfolios with exposure to listed real estate holdings such as Simon Property Group LP and Terreno Realty Corp.

Where does the underlying wealth come from?

No single family or wealth origin is publicly disclosed. The firm serves multiple unrelated families and institutions.

How is 1919 Investment Counsel related to Stifel Financial Corp.?

Stifel Financial Corp. acquired the firm from Legg Mason in 2014 and remains the parent company.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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