1919 Investment Counsel, Llc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 133370
· SEC file 801-63656
· Baltimore, MD
· WWW.1919IC.COM
☆ Save with Pro
ADV data as of Apr 10, 2026
- Regulatory AUM
- $26.0B
- Discretionary
- $25.9B
- Clients
- 5,169
- Avg AUM / client
- $5.0M
- Accounts
- 5,169
- Employees
- 131
AUM over time
$6.6B
$26.0B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 10, 2026
Asset allocation (SMA assets by investment type)
as of Apr 10, 2026
Exchange-traded equities
$16.1B
62%
State & local bonds
$2.6B
10%
Registered investment companies (funds/ETFs)
$2.6B
10%
US government & agency bonds
$2.1B
8%
Investment-grade corporate bonds
$1.3B
5%
Cash & equivalents
$1.0B
4%
Non-exchange-traded equities
$260M
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,213 | $1.0B | 3.9% |
| High net worth individuals | 2,653 | $18.8B | 72.4% |
| Investment companies | 2 | $1.0B | 4.03% |
| Pension and profit sharing plans | 50 | $962M | 3.7% |
| Charitable organizations | 146 | $2.4B | 9.11% |
| State or municipal government entities | 3 | $40.2M | 0.15% |
| Corporations and other businesses | 102 | $1.8B | 6.76% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| William F Vilas Estate EIN 390678406 | Oregon, WI | 03/31/2025 |
| Harte Research Support Foundation EIN 742976236 | San Antonio, TX | 08/31/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Donahue Fitzgerald Llp 401(k) Profit Sharing Plan Donahue Fitzgerald Llp | 2024 | |
| The Permanente Medical Group, Inc. Salary Deferral Plan The Permanente Medical Group, Inc. | 2024 |
People (36)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Coleman King | Managing Member | Jan 2005 (22y) | Less than 5% | |
| Omealia, Harry | President And Chief Executive Officer, Managing Member | Jan 2005 (22y) | Less than 5% | |
| Paul Joseph Benziger | Managing Member | Jan 2005 (22y) | Less than 5% | |
| Pasquarella, Margaret, Mary | Chief Financial Officer | Oct 2014 (12y) | Less than 5% | |
| Gallagher, Brian, Paul | Chief Administrative Officer | Mar 2019 (7y) | Less than 5% | |
| Ballie Mcgowan, Reshma, Martina | Chief Compliance Officer | Sep 2021 (5y) | Less than 5% | |
| Elizabeth Baird Walton | Registered representative | Jan 2005 (22y) | ||
| Michael Olin Clark | Registered representative | Jan 2005 (22y) | ||
| Monika Maria Panger | Registered representative | Jan 2005 (22y) | ||
| Ronald Timothy Bates | Registered representative | Jan 2005 (22y) | ||
| Robert Scott Pierce | Registered representative | Sep 2007 (19y) | ||
| Meredith Anne Mowen | Registered representative | Sep 2007 (19y) | ||
| Arthur Sheldon Karafin | Registered representative | Oct 2007 (19y) | ||
| Jeffrey K Peng | Registered representative | CFA | Nov 2007 (19y) | |
| John Vincent Reilly | Registered representative | CFA | Nov 2011 (15y) | |
| Aimee Mah Eudy | Registered representative | Sep 2012 (14y) | ||
| Miller S Kreider | Registered representative | Sep 2015 (11y) | ||
| Benjamin Hanson Slaughter | Registered representative | Jan 2016 (11y) | ||
| Ann Damon Haas | Registered representative | Jan 2016 (11y) | ||
| Robert Paul Huesman | Registered representative | CFP | Jan 2016 (11y) | |
| Lauren Kathleen Krieger | Registered representative | CFA | Feb 2016 (10y) | |
| Desislava V. Locher | Registered representative | CFA | Mar 2016 (10y) | |
| Andrew Jerome Rand | Registered representative | CFP | Oct 2018 (8y) | |
| Erika De La Rosa Hennessey | Registered representative | Oct 2018 (8y) | ||
| James Joseph O'connor | Registered representative | CFP CFA | Oct 2018 (8y) | |
| John Russell Roberson | Registered representative | Oct 2018 (8y) | ||
| Lawrence V Zartarian | Registered representative | Oct 2018 (8y) | ||
| Elizabeth Ann Juson | Registered representative | Oct 2018 (8y) | ||
| Elana Alexandria Brutman | Registered representative | Feb 2019 (7y) | ||
| John Raleigh Haas | Registered representative | Nov 2022 (4y) | ||
| Paul Benjamin Clark | Registered representative | Dec 2022 (4y) | ||
| Richard Keith Marrone | Registered representative | Dec 2022 (4y) | ||
| Michael Anthony Mcandrew | Registered representative | CFA | Jan 2023 (4y) | |
| Adrian Michael Schau | Registered representative | CFP | Apr 2023 (3y) | |
| Jennifer W Evans | Registered representative | Jan 2025 (2y) | ||
| Braxton Bragg Comer | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stifel Financial Corp. | Sole Member | Jan 2016 | A | 75% or more |
Undisclosed: 0% – 25% 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 (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Donahue Fitzgerald Llp 401(k) Profit Sharing Plan | Donahue Fitzgerald Llp | 96 | $52.9M | 01/01/2024 |
| The Permanente Medical Group, Inc. Salary Deferral Plan | The Permanente Medical Group, Inc. | 21,762 | $9.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (2)
| Organization | Type | Assets | As of |
|---|---|---|---|
| William F Vilas Estate | Public charity | $136M | 03/31/2025 |
| Harte Research Support Foundation | Public charity | $47.9M | 08/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/10/2026 | 2.01 MB | 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
- • Other fees
- • ASSET-BASED FEES FOR NONDISCRETIONARY MODEL ADVICE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $5.8B (22% of AUM) Apr 2026
- Fidelity Brokerage Services $5.5B (21% of AUM) Apr 2026
- Citigroup Private Bank $2.6B (10% of AUM) Apr 2026
- U.S. Bancorp Investments, Inc. $2.5B (10% of AUM) Apr 2026
- Citigroup Global Markets Inc. $1.8B (9% of AUM) Jun 2022
- State Street $1.5B (10% of AUM) Jul 2020
- Morgan Stanley $1.3B (11% of AUM) Sep 2019
- Pershing $1.1B (10% of AUM) Oct 2018
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: Apr 10, 2026.
View current Form ADV (SEC/IAPD) ↗