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Insights

Wealth Management Focus Target affluent and high net worth individuals, corporations, and non-profits seeking bespoke, fiduciary investment management and personalized portfolio construction.

CFA Expertise Leverage the firm's CFA-credentialed, experienced investment team to position premium advisory services and potential cross-sell of advanced financial planning, research, and tailored mandates.

Private Markets Footprint Recent asset allocations to equities and health/pharma equivalents indicate appetite for strategic stock positions; pursue opportunities in exclusive investment opportunities, co‑investments, and high-touch wealth services.

Midtown Presence Atlanta-based boutique with a prestigious downtown foothold suggests credibility for partnerships with local firms, private banks, and professional services networks to expand referral channels.

Digital & Compliance Readiness Existing tech stack and regulatory posture as an SEC Registered Investment Advisor enables scalable onboarding, client experience enhancements, and potential upsell of client lifecycle tools, reporting automation, and marketing automation.

Similar companies to ZWJ Investment Counsel

ZWJ Investment Counsel Tech Stack

ZWJ Investment Counsel uses 8 technology products and services including Drupal, WordPress, Shopify, and more. Explore ZWJ Investment Counsel's tech stack below.

ZWJ Investment Counsel's Email Address Formats

ZWJ Investment Counsel uses at least 3 email formats:
ZWJ Investment Counsel Email FormatsExamplePercentage
FLast@zwjic.comJDoe@zwjic.com
56%
First.Last@zwjic.comJohn.Doe@zwjic.com
37%
Last@zwjic.comDoe@zwjic.com
7%

Frequently Asked Questions

What is ZWJ Investment Counsel's phone number?

Minus sign iconPlus sign icon You can contact ZWJ Investment Counsel's main corporate office by phone at
+1-404-873-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is ZWJ Investment Counsel's official website and social media links?

Minus sign iconPlus sign iconZWJ Investment Counsel's official website is zwjic.com and has social profiles on LinkedIn.

How much revenue does ZWJ Investment Counsel generate?

Minus sign iconPlus sign icon As of October 2026, ZWJ Investment Counsel's annual revenue is estimated to be $50M - $100M.

What is ZWJ Investment Counsel's NAICS code?

Minus sign iconPlus sign iconZWJ Investment Counsel's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does ZWJ Investment Counsel have currently?

Minus sign iconPlus sign iconAs of October 2026, ZWJ Investment Counsel has approximately 23 employees across 3 continents, including North America, Asia and Europe. Key team members include Vice President And Principal: A. Y., Owner: D. G. and Controller: R. E. Explore ZWJ Investment Counsel's employee directory with LeadIQ.

What industry does ZWJ Investment Counsel belong to?

Minus sign iconPlus sign iconZWJ Investment Counsel operates in the Investment Management industry.

What technology does ZWJ Investment Counsel use?

Minus sign iconPlus sign iconZWJ Investment Counsel's tech stack includes Drupal, WordPress, Shopify, Google Workspace, Mautic, Really Simple Discovery, Yoast SEO and Apache HTTP Server.

What is ZWJ Investment Counsel's email format?

Minus sign iconPlus sign iconZWJ Investment Counsel's email format typically follows the pattern of FLast@zwjic.com. Find more ZWJ Investment Counsel email formats with LeadIQ.
ZWJ Investment Counsel logo

ZWJ Investment Counsel

Investment ManagementGeorgia, United States11-50 Employees

ZWJ Investment Counsel is a SEC-registered investment adviser based in Atlanta, operating as a boutique investment services firm. It serves affluent and high-net-worth clients as well as individuals, corporations, and non-profits by designing and actively managing customized portfolios of stocks and bonds aligned with each client's goals, liquidity needs, and risk tolerance. The majority of its investment team holds the Chartered Financial Analyst designation, and the firm operates as a fiduciary in pursuing client objectives. With a service approach focused on attentive communication and responsiveness to market changes, portfolio managers build long-term relationships and provide clear updates on client portfolios. Founded in 1982, the firm has established its base in the Midtown area of Atlanta, above the Four Seasons Hotel.

Section iconCompany Overview

Phone number
+1-404-873-****
Website
zwjic.com
NAICS Code
5239 - Other Financial Investment Activities
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $50M - $100M

    ZWJ Investment Counsel's revenue is estimated to be in the range of $50M - $100M

Company Leadership

  • Vice President And Principal at ZWJ Investment Counsel
    A. Y.
    Vice President And Principal
    Mobile Phone
  • Owner at ZWJ Investment Counsel
    D. G.
    Owner
    Mobile Phone
  • Controller at ZWJ Investment Counsel
    R. E.
    Controller
    Mobile Phone
  • Investment Committee Member at ZWJ Investment Counsel
    C. A.
    Investment Committee Member
    Mobile Phone

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