SourcingSourcing

ZWJ INVESTMENT COUNSEL INC

C30
CRD 110397·SEC 801-16306·ATLANTA, GA
AUM
$4.23B
$1B+
Est. Revenue
$42.3M
@ 1% on AUM
Est. EBITDA
$12.7M
@ 30% margin
Est. Deal Value
$101.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ZWJ INVESTMENT COUNSEL INC
CRD
110397
SEC file #
801-16306
EIN
581434494
DBA names
—

Economics

AUM
$4.23B
AUM band
$1B+
AUM trajectory
'20'26
$2.06B → $4.23B▲ +105%
Client mix
Individuals High Net Worth656
Individuals Other334
Charitable Organizations32
Corporations25
Pension Profit Sharing Plans9

Operations

Employees (total)
20
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
10 advisors → 12 advisors▲ +20%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
zwjic.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JACKSON, CLAYTON, FRANKLIN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
JACKSON, CLAYTON, FRANKLIN
ABNEY, CHARLES, LYNDORF
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ZWJIC.COM
Rdap Domain Creation Date
1998-12-02T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
255,516
Form 5500 Compensation Trajectory 3y
2025255,516
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
255,516
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0000842782
Edgar Registered
Yes
Edgar Filing Count
111
Edgar First Filing Date
1999-05-14
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
109
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0001580642-26-002635
Edgar Former Names
ZELIFF WALLACE JACKSON INVESTMENT COUNSEL INC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
18
Bc Firm IAR Count
18
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
75 14TH STREET NESUITE 2900ATLANTA, GA 30309-7604
Business
75 14TH STREET NESUITE 2900ATLANTA, GA 30309-7604
Edgar EIN
581434494
Edgar Recent Filings
13F-HR2026-04-24 · 0001580642-26-002635
13F-HR2026-01-23 · 0001580642-26-000391
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-01T05:00:00Z
Rdap Domain Last Changed
2023-12-02T14:35:57Z
Rdap Nameservers
Ns10.dnsmadeeasy.comNs11.dnsmadeeasy.comNs12.dnsmadeeasy.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2520920
Trust Company Affiliate
No

People (18)

18
JACKSON, CLAYTON, FRANKLIN
IAR · Direct Owner · 37.5%
2520920
ABNEY, CHARLES, LYNDORF
IAR · Direct Owner · 17.5%
2711031
FLANAGAN, CASEY, JOHN
IAR · Direct Owner · 17.5%
7499600
COSGROVE, KRISTA, LEE
IAR · Direct Owner · 7.5%
2167065
YOUNG, BRADFORD, SIDNEY
IAR · Direct Owner · 7.5%
4899077
YANG, KEVIN, CHUN HSIANG
IAR · Direct Owner · 7.5%
5940910
STACEY DEVAN EWING
IAR
4407699
Emilie Dayan Hill
IAR
6795135
Bobbi Blaire Parlo
IAR
7867625
GLEN RUSSELL CARPENTER
IAR
4855727
ISRAEL, MICHAEL, SCOTT
IAR
4616863
KATZ, DANIEL, LAWRENCE
IAR
4830089
WILLIAM BRIDGES MILLER
IAR
7139586
TRENZ, LOGAN, M
IAR
5636898
RICHARD BURTON ROWEHL
IAR
2074897
CHRISTOPHER CALLAWAY RYAN GODFREY
IAR
5198759
EDWIN JOSEPH FEINOUR
IAR
2801992
VINCENT EDWARD VELICOV
IAR
6653690