1919 Investment Counsel, LLC
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Overview
1919 Investment Counsel, LLC is located at One South Street, Baltimore, MD. The firm employs 63 financial advisors to manage client portfolios and provide financial guidance. 1919 Investment Counsel, LLC is not a registered broker-dealer.
1919 Investment Counsel, LLC oversees $21.3 billion in assets under management across 5,142 accounts, of which 5,117 are discretionary and 25 are non-discretionary. Over the past year, the firm has provided financial planning services to between 251 and 500 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The firm caters to retail investors, high net worth investors, investment companies, pension plans, charitable organizations, state or municipal government entities, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at 1919 Investment Counsel, LLC includes asset-based, fixed, and other fees. The firm has 2,514 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, banking or thrift institution, trust company, accountant or accounting firm, lawyer or law firm, insurance company or agency, and commodity pool advisor.
1919 Investment Counsel, LLC is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
1919 Investment Counsel, LLC by the Numbers
$21.3 billion
136
5,142
$4.1 million
Products and Services
1919 Investment Counsel, LLC provides a variety of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. In the last fiscal year, 1919 Investment Counsel, LLC provided 251-500 of its accounts with financial planning services. The Company is engaged in selling products or offering services aside from investment advice to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services largely are based on the type of services provided. Fees charged by 1919 Investment Counsel, LLC most likely include any combination of the following fee structures: asset-based, fixed, or other. The company does participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The company does business with a broad range of investors. It provides services to retail investors, high net worth investors, investment companies, pension plans, charitable organizations, state or municipal government entities, and corporations. Out of its 7 clients, 1919 Investment Counsel, LLC's biggest client group by number of accounts is high net worth investors, though it also manages money for 2514 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 48.99%
- Other Individuals - 44.82%
- Corporations - 3.27%
- Charitable Organizations - 2.92%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
1919 Investment Counsel, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at 1919 Investment Counsel, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Baltimore, MD
San Francisco, CA
Birmingham, AL
San Francisco, CA
San Francisco, CA
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SmartAsset’s free advisor matching tool makes it easier to find a vetted advisor so you can make an informed decision and choose one that you feel best suits your individual needs. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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