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ZWJ INVESTMENT COUNSEL INC
CRD 110397File 801-16306
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.