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- Custodian
- Charles Schwab & Company · Deutsche Bank · Fidelity/NFS · Stifel · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-24-2004
- Office Locations
- 10
Office Locations
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.
Reported data analysis
What the numbers show
Between June 13, 2025 and April 10, 2026, reported AUM increased 8.6%, from $24.0B to $26.0B.
Across 5 reported observations, AUM increased 23.6% between June 15, 2022 and April 10, 2026, from $21.1B to $26.0B.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 52 advisory representatives and 5,175 clients, or 99.5 clients per representative. That equates to $5.0M in reported AUM per client.
The profile lists 10 reported office locations and 21 years in operation. The source data was last updated on April 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full 1919 Investment Counsel, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL JOSEPH BENZIGER JR
Managing Director, Managing Member
- CRD
- #1235190
- Ownership
- Less than 5%
NELL HARDING KELLEHER
DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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RONALD TIMOTHY BATES
Managing Director
- CRD
- #1423704
ELANA ALEXANDRIA BRUTMAN
Client Advisor
- CRD
- #4923217
Showing 2 of 36 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
1919 Investment Counsel, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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1919 Investment Counsel, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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