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ZWJ Investment Counsel Inc.
ZWJ Investment Counsel Inc is an independent investment advisory firm based in Atlanta, Georgia. Established in 1981, the firm offers discretionary investment management and portfolio advisory services primarily to individuals (including high net worth individuals), charitable organizations, pension and profit-sharing plans, and corporations. With approximately 19 employees, ZWJ Investment Counsel focuses on personalized portfolio solutions and tailored service. The firm is SEC-registered and serves a regionally diverse client base throughout the United States.
Investment Strategy
ZWJ Investment Counsel implements a disciplined, long-term investment philosophy tailored to the unique goals and risk tolerances of each client. The firm emphasizes a diversified approach across equity and fixed income markets, constructing portfolios comprised of high-quality individual securities within a framework of fundamental research and active management. Focus areas include leading large-cap equities, income-producing assets, and tax efficiency. Strategic asset allocation decisions are based on rigorous analysis, with client-specific customization and ongoing risk management as central tenets.
Latest 13F Filing Activity
ZWJ Investment Counsel Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 244 equity positions with a total 13F market value of $3B. The fund increased holdings in Alphabet Inc., Micron Technology Inc., Abbvie Inc. among other positions. ZWJ Investment Counsel Inc. reduced exposure to Elevance Health Inc. Formerly, Fiserv Inc., Coca Cola Co. among others.
Top Holdings
Equity Positions (244)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOG | ALPHABET INC | 4.15% | $117.5M | 482,425 | $54.97 | $243.55 | +$31.7M |
O ORCL | ORACLE CORP | 3.92% | $110.9M | 394,449 | $36.80 | $281.24 | +$6.2M |
N NVDA | NVIDIA CORPORATION | 3.75% | $106.1M | 568,887 | $13.01 | $186.58 | +$9.7M |
M MSFT | MICROSOFT CORP | 3.71% | $105.0M | 202,790 | $65.11 | $517.95 | +$4.2M |
A AVGO | BROADCOM INC | 3.71% | $105.0M | 318,188 | $28.25 | $329.91 | +$6.3M |
Industry Allocation
Investment Team (9)
| Name | Role | Location | |
|---|---|---|---|
B Brad Young | Principal | Atlanta, GA , United States | |
| Principal and Portfolio Manager | Atlanta, GA , United States | ||
J Jeff Neville | Portfolio Manager | Atlanta, GA , United States | |
K Kevin Yang | Principal, Chief Investment Officer, and Portfolio Manager | Atlanta, GA , United States | |
K Krista Cosgrove | Principal | Atlanta, GA , United States | |
S Stacey Ewing | Equity Research Analyst | Atlanta, GA , United States | |
 | Portfolio Manager | Atlanta, GA , United States | |
 | Portfolio Manager | Atlanta, GA , United States | |
 | Principal | Atlanta, GA , United States |
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