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1919 INVESTMENT COUNSEL, LLC
CRD 133370File 801-63656
APPROVED
Retail clients
Custody
Filing as of Aug 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$26.04B
Top 10% of cohort (national)
Discretionary AUM
$25.94B
Non-discretionary $94.0M
Clients
5,169
5,169 accounts
Employees
131
Top 10% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 24, 2004
- Principal office
- ONE SOUTH STREET, SUITE 2500, BALTIMORE, MD, 21202
- Phone
- 410-454-2171
- Website
- HTTP://WWW.1919IC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $26.04B
- Discretionary AUM
- $25.94B
- Non-discretionary AUM
- $94.0M
- Discretionary accounts
- 5,140
- Non-discretionary accounts
- 29
- Total accounts
- 5,169
- AUM per client
- $5.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 102 | $1.76B |
| Investment companies | 2 | $1.05B |
| Charitable organizations | 146 | $2.37B |
| High net worth individuals | 2,653 | $18.84B |
| Pension and profit sharing plans | 50 | $962.3M |
| State or municipal government entities | Fewer than 5 | $40.2M |
| Individuals (other than high net worth individuals) | 2,213 | $1.02B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — ASSET-BASED FEES FOR NONDISCRETIONARY MODEL ADVICE
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- 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
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
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 | 133 | 131 | decreased by2 |
| Apr 1, 2026 | Clients | 5,137 | 5,169 | increased by32 |
| Apr 1, 2026 | AUM | $23,984,805,749 | $26,036,166,216 | increased by$2,051,360,467 |
| Apr 1, 2026 | Accounts | 8,143 | 5,169 | decreased by2,974 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 124 | 133 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4,499 | 5,137 | increased by638 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $21,063,150,819 | $23,984,805,749 | increased by$2,921,654,930 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7,024 | 8,143 | increased by1,119 |
| Apr 1, 2022 | Employees | 125 | 124 | decreased by1 |
| Apr 1, 2022 | Clients | 4,363 | 4,499 | increased by136 |
| Apr 1, 2022 | AUM | $17,554,381,658 | $21,063,150,819 | increased by$3,508,769,161 |
| Apr 1, 2022 | Accounts | 6,503 | 7,024 | increased by521 |
| 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 “1919 INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“1919 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.