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| Happy Holidays!! thanks for using AUM13F!! |
| ZWJ Investment Counsel Inc
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| CRD # | 110397 |
| SEC # | 801-16306 |
| CIK # | 0000842782 |
| AUM | $3.9 B (2025-03-24) |
| Employees | 19 (63% Investors, 0% Brokers) |
| Phone | 404-873-2211 |
| Address | 75 14th Street NE Atlanta, GA 30309-7604 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000842782 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Oracle Corp | 0.1 | |
| Microsoft Corp | 0.1 | |
| Broadcom Inc | 0.1 | |
| Nvidia Corp | 0.1 | |
| Coca Cola Co | 0.1 | |
| Alphabet Inc | 0.1 | |
| Babcock & Wilcox Co | 0.1 | |
| J P Morgan Chase & Co | 0.1 | |
| VISA Inc | 0.1 | |
| AbbVie Inc | 0.1 | |
| Cisco Systems Inc | 0.1 | |
| Boston Scientific Corp | 0.1 | |
| Micron Technology Inc | 0.1 | |
| Corteva Inc | 0.1 | |
| Ace Ltd | 0.1 | |
| Apple Inc | 0.1 | |
| American Express Co | 0.1 | |
| Astrazeneca PLC | 0.1 | |
| Northrop Grumman Corp /DE/ | 0.1 | |
| Fiserv Inc | 0.1 | |
| CORN Products International Inc | 0.1 | |
| Progressive Corp/Oh/ | 0.0 | |
| Wellpoint Inc | 0.0 | |
| Kraft Foods Inc | 0.0 | |
| Boeing Co | 0.0 | |
| American Electric Power Co Inc | 0.0 | |
| Roper Industries Inc | 0.0 | |
| Equifax Inc | 0.0 | |
| Chevron Corp | 0.0 | |
| Phillips 66 | 0.0 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 308 | 0.2 |
| (b) Individuals (high net worth individuals) | 617 | 3.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 0.1 |
| (h) Charitable organizations | 33 | 0.2 |
| (i) State or municipal government entities | 2 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,293 | 3.9 |
| By Discretionary | ||
| Discretionary | 2,221 | 3.6 |
| Non-Discretionary | 72 | 0.3 |
| Total | 2,293 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 2,293 | 3.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000842782] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Argent Capital Management LLC
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|
MO | 3.9 |
|
Crossingbridge Advisors LLC
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|
NY | 3.9 |
|
Sand Hill Global Advisors LLC
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|
CA | 3.9 |
|
Nations Financial Group Inc
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|
IA | 3.9 |
|
Arkadios Wealth Advisors LLC
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|
GA | 3.9 |
|
Nicolet Advisory Services LLC
✚
|
WI | 3.8 |
|
Salem Investment Counselors Inc
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|
NC | 3.8 |
|
Nordwand Advisors LLC
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|
PA | 3.8 |
|
Azimuth Capital Investment Management LLC
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|
MI | 3.8 |
|
IPG Investment Advisors LLC
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|
CA | 3.8 |