This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-10-1981
- Office Locations
- 2
Office Locations
About ZWJ Investment Counsel INC
ZWJ Investment Counsel is an Atlanta-based, employee-owned adviser providing active, long-term portfolio management and planning tailored to each client’s objectives. The team emphasizes direct access to portfolio managers and a relationship-first model that grows through client referrals. Portfolios are built largely with ETFs alongside fixed income allocations, serving both retail and institutional relationships.
Reported data analysis
What the numbers show
Between March 24, 2025 and March 26, 2026, reported AUM increased 9.6%, from $3.9B to $4.2B.
Across 5 reported observations, AUM increased 31.4% between October 10, 2022 and March 26, 2026, from $3.2B to $4.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 12 advisory representatives and 1,058 clients, or 88.2 clients per representative. That equates to $4.0M in reported AUM per client.
The profile lists 2 reported office locations and 45 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review ZWJ Investment Counsel INC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full ZWJ Investment Counsel INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CLAYTON FRANKLIN JACKSON
Chairman, Chief Executive Officer, Director
- CRD
- #2520920
- Ownership
- 25% but less than 50%
CHARLES LYNDORF ABNEY III
Director, President
- CRD
- #2711031
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
Unlock allContacts
GLEN RUSSELL CARPENTER III
District Director
- CRD
- #4855727
STACEY DEVAN EWING MR
Director
- CRD
- #4407699
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,226,900,298 | $1,770,800 |
| Non-Discretionary | $0 | -- |
| Total | $4,226,900,298 | $1,770,800 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
ZWJ Investment Counsel INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
ZWJ Investment Counsel INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing