$26.0B Total AUM
$25.9B Disc. AUM
14.4% 3Y CAGR
131 Employees
5,175 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Deutsche Bank · Fidelity/NFS · Stifel · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-24-2004
- Office Locations
- 10
Office Locations
1717 Arch Street Philadelphia PA
2311 Highland Avenue South Suite 190 Birmingham AL
49 Stevenson Street Suite 1075 SAN Francisco CA
About 1919 Investment Counsel, LLC
1919 Investment Counsel is a Baltimore-based RIA founded in 1919, providing high-touch wealth and investment counsel for individuals and families across generations. The firm brings a long-term perspective and boutique service at scale, supported by deep market insights from proprietary research and trading, and reports a 97.1% client retention rate.
Team overview
49 AVG AGE
$500.7M AVG AUM / ADVISOR
$5.0M AVG AUM / CLIENT
11 yrs AVG TENURE
131 Employees
52 Advisory Reps
32 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
PAUL JOSEPH BENZIGER JR
Managing Director, Managing Member
- CRD
- #1235190
- Ownership
- Less than 5%
Available
Available
Available
N
NELL HARDING KELLEHER
DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 6 owners & executives
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RONALD TIMOTHY BATES
Managing Director
- CRD
- #1423704
Available
Available
Available
ELANA ALEXANDRIA BRUTMAN
Client Advisor
- CRD
- #4923217
Available
Available
Available
Showing 2 of 36 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,942,155,978 | $5,047,112 |
| Non-Discretionary | $94,010,238 | $3,241,732 |
| Total | $26,036,166,216 | $5,036,983 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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