# ZWJ Investment Counsel

ZWJ Investment Counsel is a Bank / Wealth / Trust based in Atlanta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 1982
- **Assets under management:** Undisclosed
- **Website:** zwjic.com
- **LinkedIn:** https://www.linkedin.com/company/zwj-investment-counsel

## Regulatory record

- **CRD number:** 110397
- **SEC file number:** 801-16306
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-26T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110397

## About

Founded in 1982, ZWJ Investment Counsel established its practice in Atlanta, Georgia, structuring itself as a registered investment advisor that serves individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm operates on both a discretionary and non-discretionary basis, tailoring portfolios to client-specific mandates rather than pushing proprietary products. This fiduciary-first architecture places it squarely in the tradition of independent RIAs that emerged in the 1980s to offer an alternative to brokerage-model wealth management. ZWJ Investment Counsel manages capital for a cross-section of Southern wealth holders, including corporate pension plans and charitable endowments, with a geographic concentration in the Southeastern United States. With a small professional footprint implied by its boutique positioning, ZWJ Investment Counsel has maintained a deliberately low profile. The firm does not publicly disclose assets under management, team size, or named principals — a common posture for multi-generational RIAs that grow through referrals rather than institutional marketing. ZWJ Investment Counsel's structural differentiator lies in its independence and longevity. In an era of consolidation — where RIAs are increasingly rolled into aggregator platforms or private-equity-backed consolidators — the firm has apparently remained autonomous for over four decades. For families seeking a steward who will not sell the practice to a consolidator within the next fund cycle, that independence functions as a genuine moat, however quietly maintained.

## Questions

### Does ZWJ Investment Counsel disclose its assets under management?

No. ZWJ Investment Counsel does not publicly report assets under management. This is not unusual for privately held, boutique RIAs that are not required to file a Form ADV with asset figures above certain regulatory thresholds or that have chosen to keep their scale confidential. Altss has not located any external publication or database that independently verifies the firm's AUM.

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Last updated: 2026-08-11T02:43:31.692Z

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