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- Custodian
- Charles Schwab & Company · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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