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About 1919 Investment Counsel
1919 Investment Counsel, LLC, a subsidiary of Stifel Financial Corp, boasts a distinctive position in the financial landscape. With roots dating back to 1919, the firm combines the high-service culture of a boutique with the resources of a larger entity. Managing approximately $21.2 billion in client assets, the firm operates across multiple locations, including Baltimore, Birmingham, Cincinnati, Houston, New York, Philadelphia, San Francisco, and Vero Beach.
Comprising 38 portfolio managers and client advisors with an average of 28 years of experience, 1919 Investment Counsel emphasizes proprietary, independent research for the exclusive benefit of its clients. The firm's dedication to continuous learning is evident through annual internal conferences that delve into diverse fields, fostering a unique perspective for uncovering sustainable investment opportunities.
The firm's heritage is rooted in the Scudder legacy and Legg Mason Trust, culminating in its formation as 1919 Investment Counsel in 2014. Noteworthy milestones include the establishment of socially responsive investing strategies in 1971 and subsequent office expansions in 2015 and 2018. The firm's commitment to Inclusion, Diversity, Equity, and Awareness (IDEA) is reflected in the formation of specialized teams.
By redefining the financial advisory experience, 1919 Investment Counsel remains dedicated to its mission of helping families, individuals, and institutions achieve their financial goals.
Pricing options
Regulatory filings
Areas of specialty
- Fixed Income Investing
- Equity Investing
- Alternative Strategies
- Responsible Investing
- Trust Advisory Services
- Financial Planning
- Charitable Giving
- Estate and Tax Planning
More about 1919 Investment Counsel
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 133370 | 58 |
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