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ZWJ INVESTMENT COUNSEL INC
CRD 110397File 801-16306
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.23B
Top 25% of cohort (national)
Discretionary AUM
$4.23B
Clients
1,058
2,387 accounts
Employees
20
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 10, 1981
- Principal office
- 75 14TH STREET NE, SUITE 2900, ATLANTA, GA, 30309-7604
- Phone
- 404-873-2211
- Website
- https://www.zwjic.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.23B
- Discretionary AUM
- $4.23B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,387
- Non-discretionary accounts
- 0
- Total accounts
- 2,387
- AUM per client
- $4.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 25 | $129.9M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | 32 | $229.6M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 656 | $3.65B |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 9 | $38.1M |
| State or municipal government entities | 2 | $21.3M |
| Individuals (other than high net worth individuals) | 334 | $153.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 20 | increased by1 |
| Apr 1, 2026 | Clients | 996 | 1,058 | increased by62 |
| Apr 1, 2026 | AUM | $3,856,084,952 | $4,226,900,298 | increased by$370,815,346 |
| Apr 1, 2026 | Accounts | 2,293 | 2,387 | increased by94 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 19 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 877 | 996 | increased by119 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,216,846,062 | $3,856,084,952 | increased by$639,238,890 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,995 | 2,293 | increased by298 |
| Apr 1, 2022 | Employees | 16 | 17 | increased by1 |
| Apr 1, 2022 | Clients | 831 | 877 | increased by46 |
| Apr 1, 2022 | AUM | $2,715,301,449 | $3,216,846,062 | increased by$501,544,613 |
| Apr 1, 2022 | Accounts | 2,029 | 1,995 | decreased by34 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ZWJ INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ZWJ INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.