1919 INVESTMENT COUNSEL, LLC

CRD

133370

SEC file #

801-63656

EIN

371693474

DBA names

—

Economics

AUM

$26.04B

AUM band

$1B+

AUM trajectory

'20 · $11.81B

'21 · $15.12B

'22 · $17.55B

'23 · $21.06B

'25 · $23.98B

'26 · $26.04B

'20'26

$11.81B → $26.04B▲ +120%

sec adv history

Client mix

Individuals High Net Worth	2,653
Individuals Other	2,213
Charitable Organizations	146
Corporations	102
Pension Profit Sharing Plans	50

Operations

Employees (total)

131

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 56 advisors

'21 · 51 advisors

'22 · 50 advisors

'23 · 84 advisors

'25 · 53 advisors

'26 · 52 advisors

'20'26

56 advisors → 52 advisors▼ -7%

sec adv history

Primary office

BALTIMORE MD

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses

Fee basis

% of AUMFixed feesOther Compensation

Filings

Latest ADV filing

04/10/2026

ADV-W filed at

—

Website

1919ic.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

STIFEL FINANCIAL CORP.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

STIFEL FINANCIAL CORP.

BENZIGER, PAUL, JOSEPH

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

1919IC.COM

Rdap Domain Creation Date

2014-07-03T15:36:20Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

61,162

Form 5500 Compensation Trajectory 3y

2025

61,162

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

61,162

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001550945

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2013-10-02

Edgar Last Filing Date

2016-09-28

Edgar Form D Count

Edgar Form D Offerings

2016-09-282016-09-28 · 0000897069-16-001044

2015-09-212015-09-21 · 0000897069-15-000467

Edgar Former Names

Legg Mason Investment Counsel Special Investment Series Fund, LLC

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Fidelity	4
E*trade	4
Lpl Financial	2
U.s. Bank	2

adv brochure

Edgar Addresses

Mailing

ONE SOUTH STREETSUITE 2500BALTIMORE, MD 21202-1099

Business

ONE SOUTH STREETSUITE 2500BALTIMORE, MD 21202-1099

Edgar EIN

371693474

Edgar Recent Filings

D/A2016-09-28 · 0000897069-16-001044

D/A2015-09-21 · 0000897069-15-000467

Fee Schedule

Bracket I	62
Bracket Iv	10
Bracket Ix	10
Bracket Iii	8
Bracket Vi	5

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-07-29T11:59:59Z

Rdap Domain Last Changed

2025-07-30T17:32:32Z

Rdap Nameservers

Edns1.ultradns.bizEdns1.ultradns.comEdns1.ultradns.netEdns1.ultradns.org

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate

Yes

IAR · Executive Officer · 2.5%

People (36)

KING, CHARLES, COLEMAN

1360425

BENZIGER, PAUL, JOSEPH

IAR · Executive Officer · 2.5%

1235190

KELLEHER, NELL, HARDING

5170722

MUTUNGA, FAITH, MBENEKA

8064266

OMEALIA, HARRY

Spero, Michael, Alexander

3178194