Zwj Investment Counsel Inc
- Regulatory AUM
- $4.2B
- Discretionary
- $4.2B
- Clients
- 1,058
- Avg AUM / client
- $4.0M
- Accounts
- 2,387
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Investments (13F portfolio — 290 positions, $3,092,171,303)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc | COM | $176,394,215 | 152,816 | 5.7% | 4.17% |
| 2 | Alphabet Inc | CAP STK CL C | $140,984,709 | 399,017 | 4.56% | 3.34% |
| 3 | Broadcom Inc | COM | $109,547,819 | 290,001 | 3.54% | 2.59% |
| 4 | Coca Cola Co | COM | $105,680,258 | 1,300,360 | 3.42% | 2.5% |
| 5 | Nvidia Corporation | COM | $102,945,297 | 514,495 | 3.33% | 2.44% |
| 6 | Cisco Sys Inc | COM | $96,981,179 | 825,653 | 3.14% | 2.29% |
| 7 | Abbvie Inc | COM | $85,914,899 | 341,420 | 2.78% | 2.03% |
| 8 | Microsoft Corp | COM | $81,687,197 | 218,989 | 2.64% | 1.93% |
| 9 | Apple Inc | COM | $75,688,084 | 261,571 | 2.45% | 1.79% |
| 10 | Astrazeneca Plc | ORD | $75,079,333 | 395,978 | 2.43% | 1.78% |
| 11 | Jpmorgan Chase & Co | COM | $73,684,474 | 225,108 | 2.38% | 1.74% |
| 12 | Bwx Technologies Inc | COM | $73,409,727 | 377,137 | 2.37% | 1.74% |
| 13 | Visa Inc | COM CL A | $71,371,735 | 208,026 | 2.31% | 1.69% |
| 14 | Chubb Limited | COM | $68,064,025 | 199,754 | 2.2% | 1.61% |
| 15 | Corteva Inc | COM | $65,110,122 | 768,805 | 2.11% | 1.54% |
| 16 | Oracle Corp | COM | $58,033,151 | 395,996 | 1.88% | 1.37% |
| 17 | Johnson & Johnson | COM | $57,090,323 | 224,792 | 1.85% | 1.35% |
| 18 | Progressive Corp | COM | $55,440,623 | 253,791 | 1.79% | 1.31% |
| 19 | American Elec Pwr Co Inc | COM | $53,726,049 | 392,706 | 1.74% | 1.27% |
| 20 | American Express Co | COM | $53,558,316 | 158,339 | 1.73% | 1.27% |
| 21 | Northrop Grumman Corp | COM | $51,295,129 | 100,715 | 1.66% | 1.21% |
| 22 | Boeing Co | COM | $51,182,288 | 236,441 | 1.66% | 1.21% |
| 23 | Phillips 66 | COM | $49,703,319 | 294,015 | 1.61% | 1.18% |
| 24 | Thermo Fisher Scientific Inc | COM | $46,332,596 | 92,414 | 1.5% | 1.1% |
| 25 | Saia Inc | COM | $43,549,729 | 103,405 | 1.41% | 1.03% |
Top 25 of 290 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 334 | $153M | 3.62% |
| High net worth individuals | 656 | $3.7B | 86.5% |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Pension and profit sharing plans | 9 | $38.1M | 0.9% |
| Charitable organizations | 32 | $230M | 5.43% |
| State or municipal government entities | 2 | $21.3M | 0.5% |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | 25 | $130M | 3.07% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Spirit Airlines, Inc. Pilots' Retirement Savings Plan Spirit Airlines, Inc. | 2024 | |
| King & Spalding Llp Profit Sharing 401(k) Plan King & Spalding Llp | 2024 | |
| Southwest Airlines Pilots Retirement Savings Plan Southwest Airlines Company | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clayton Franklin Jackson | President | CFA | Apr 1997 (29y) | 25% – 50% |
| Charles Lyndorf Abney | Senior Vice President | CFA | Aug 2004 (22y) | 10% – 25% |
| Bradford Sidney Johnston Young | Vice President | CFA | Dec 2004 (22y) | 5% – 10% |
| Krista Lee Cosgrove | Chief Compliance Officer, Vice President | CFA | Oct 2007 (19y) | 5% – 10% |
| Kevin Chun Hsiang Yang | Chief Investment Officer Vice President | CFA | Sep 2011 (15y) | 5% – 10% |
| Casey John Flanagan | Senior Vice President | CFA | Feb 2022 (4y) | 10% – 25% |
| Stacey Devan Ewing | Registered representative | CFA | Oct 2007 (19y) | |
| Glen Russell Carpenter | Registered representative | CFA | Sep 2011 (15y) | |
| Emilie Dayan Hill | Registered representative | CFA | Sep 2017 (9y) | |
| Edwin Joseph Feinour | Registered representative | Apr 2024 (2y) | ||
| William Bridges Miller | Registered representative | Aug 2024 (2y) | ||
| Bobbi Blaire Parlo | Registered representative | Aug 2024 (2y) | ||
| Christopher Callaway Ryan Godfrey | Registered representative | CFA | Apr 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Spirit Airlines, Inc. Pilots' Retirement Savings Plan | Spirit Airlines, Inc. | 3,199 | $1.2B | 01/01/2024 |
| King & Spalding Llp Profit Sharing 401(k) Plan | King & Spalding Llp | 2,071 | $1.3B | 01/01/2024 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | 11,679 | $11.6B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 968 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $4.0B (94% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗