1919 Investment Counsel, LLC logo

1919 Investment Counsel, LLC

Updated today

Client AUM

$19,855,466,663

Clients

4,866

Advisors

30

across 8 offices

About

1919 Investment Counsel provides discretionary and non‑discretionary investment management and related wealth‑planning services to a mix of individual and institutional clients, including high‑net‑worth individuals, endowments, foundations, pension plans, and public or government‑related entities. Services described in the brochure include portfolio management, financial planning, estate and generational wealth planning, family office services, and trustee/administrative support.

The firm constructs customized portfolios with a core emphasis on liquid mid‑ and large‑cap equities and investment‑grade fixed income, complemented where appropriate by third‑party managers and alternative investments. Investment decisions are typically implemented under an investment policy statement and supported by proprietary and third‑party research (including AI/machine‑learning inputs), model portfolios, and periodic account reviews.

What distinguishes 1919 from many multi‑team peers are its organizational and product linkages: it is a wholly‑owned subsidiary of Stifel Financial Corp. and discloses ongoing operational relationships with Stifel affiliates (including trust, bank and broker‑dealer entities) that support custodial, referral, sub‑advisory, and middle/back‑office arrangements. The firm also acts as investment manager to SEC‑registered mutual funds and offers municipal‑focused fixed‑income strategies while serving state and municipal clients and investment companies — a combination of roles that is less common among comparable multi‑team advisory firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers
Nondiscretionary investment advice and certain family office services

Expertise

ESG / Sustainable investing Private / alternative investments Real estate investing Wealth management General estate planning guidance

Occupation focus

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $3 million: 1.00% $3 million - $10 million: 0.70% $10 million - $40 million: 0.50% $40 million+: 0.40%

Other

Account minimum: $2,000,000

Main office

See office

One South Street, Suite 2500

Baltimore MD 21202

Advisors at this office

7

Most active in

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 · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Also doing business as

1919 Investment Counsel · 1919 Investment Counsel, LLC · Arthur Karafin Investment Advisors, A Department Of 1919 Investment Counsel, LLC · Legg Mason Investment Counsel, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John R

Series 63, Series 66

San Francisco, CA

1919 Investment Counsel, LLC

John Roberson is a financial advisor at 1919 Investment Counsel, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with 1919 since 2018, following six years at Rand & Associates. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm constructs customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party resources, and operates as a wholly-owned subsidiary of Stifel Financial Corp.

ESG / Sustainable investing Private / alternative investments Real estate investing Wealth management General estate planning guidance Founder/Business Owner Executive
user avatar

John R

CFA®

Philadelphia, PA

1919 Investment Counsel, LLC

John Reilly is a CFA® charterholder with 14 years of industry experience. He has been with 1919 Investment Counsel, LLC since 2005. The firm provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. 1919 Investment Counsel constructs customized portfolios focused on mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, and operates as a subsidiary of Stifel Financial Corp.

ESG / Sustainable investing Private / alternative investments Real estate investing Wealth management General estate planning guidance Founder/Business Owner Executive
user avatar

Michael M

CFA®

Baltimore, MD

1919 Investment Counsel, LLC

Michael Mcandrew is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at 1919 Investment Counsel, LLC in Baltimore, MD. He has been with the firm since 2014 across various roles. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and a range of complementary strategies.

ESG / Sustainable investing Private / alternative investments Real estate investing Wealth management General estate planning guidance Founder/Business Owner Executive
user avatar

Jennifer E

Series 65

Birmingham, AL

1919 Investment Counsel, LLC

Jennifer Evans is a Series 65-licensed advisor at 1919 Investment Counsel, LLC with 11 years of industry experience. She has been with 1919 Investment Counsel since 2015 and also has a background with Sterne Agee dating back to 2013. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm focuses on customized portfolios emphasizing liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party resources.

ESG / Sustainable investing Private / alternative investments Real estate investing Wealth management General estate planning guidance Founder/Business Owner Executive
user avatar

Elizabeth W

Series 63, Series 65

New York, NY

1919 Investment Counsel, LLC

Elizabeth Walton is a financial advisor with 35 years of industry experience, currently serving at 1919 Investment Counsel, LLC since 2005. She holds Series 63 and Series 65 licenses and is based in New York, NY. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and model portfolios.

ESG / Sustainable investing Private / alternative investments Real estate investing Wealth management General estate planning guidance Founder/Business Owner Executive
user avatar

Robert H

CFP®

Cincinnati, OH

1919 Investment Counsel, LLC

Robert Huesman is a CFP® with 19 years at 1919 Investment Counsel, LLC and 10 years of industry experience. He is based in Cincinnati, OH. 1919 Investment Counsel provides discretionary and non-discretionary investment management and related wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and an investment approach enhanced by AI and machine learning inputs.

ESG / Sustainable investing Private / alternative investments Real estate investing Wealth management General estate planning guidance Founder/Business Owner Executive
user avatar

Richard M

Series 66

Charlotte, NC

1919 Investment Counsel, LLC

Richard Marrone is a financial advisor at 1919 Investment Counsel, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Washington Crossing Advisors LLC, Ziegler Capital Management, and Stifel Nicolaus & Co Inc. He is based in Charlotte, NC. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, foundations, and pension plans. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, including AI and machine-learning inputs.

ESG / Sustainable investing Private / alternative investments Real estate investing Wealth management General estate planning guidance Founder/Business Owner Executive
user avatar

James O

CFP®, CFA®, Series 63

San Francisco, CA

1919 Investment Counsel, LLC

James O'Connor is a CFP® and CFA® credentialed financial advisor with 11 years of industry experience. He has worked at 1919 Investment Counsel, LLC since 2018 and previously held roles at Rand & Associates and ArrowMark. 1919 Investment Counsel provides discretionary and non-discretionary investment management and related wealth-planning services to both individual and institutional clients. The firm emphasizes customized portfolios with liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and periodic reviews.

ESG / Sustainable investing Private / alternative investments Real estate investing Wealth management General estate planning guidance Founder/Business Owner Executive
user avatar

Elizabeth J

Series 63, Series 65

San Francisco, CA

1919 Investment Counsel, LLC

Elizabeth Juson is a financial advisor at 1919 Investment Counsel, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with 1919 since 2018. Prior to that, she worked for Rand & Associates for six years. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals and public entities. The firm creates customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, utilizing proprietary and third-party research, including AI and machine-learning inputs.

ESG / Sustainable investing Private / alternative investments Real estate investing Wealth management General estate planning guidance Founder/Business Owner Executive
user avatar

Paul B

Series 63, Series 65

New York, NY

1919 Investment Counsel, LLC

Paul Benziger Jr. is a financial advisor at 1919 Investment Counsel, LLC in New York, NY, with 37 years of industry experience. He has been with 1919 Investment Counsel since 2005. He holds Series 63 and Series 65 licenses. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a range of individual and institutional clients, including high-net-worth individuals, endowments, foundations, and public entities. The firm specializes in customized portfolios emphasizing liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and a variety of other financial services.

ESG / Sustainable investing Private / alternative investments Real estate investing Wealth management General estate planning guidance Founder/Business Owner Executive
user avatar

Robert P

Series 63

Baltimore, MD

1919 Investment Counsel, LLC

Robert Pierce is a financial advisor at 1919 Investment Counsel, LLC in Baltimore, MD, holding a Series 63 designation with 25 years of industry experience. He has been with 1919 Investment Counsel since 2006. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm constructs customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by both proprietary and third-party research and investment policy statements.

ESG / Sustainable investing Private / alternative investments Real estate investing Wealth management General estate planning guidance Founder/Business Owner Executive
user avatar

Arthur K

Baltimore, MD

1919 Investment Counsel, LLC

Arthur Karafin is a financial advisor with 23 years of industry experience, currently with 1919 Investment Counsel, LLC in Baltimore, MD. He has worked at Legg Mason Investment Counsel, LLC for 20 years. In addition to his advisory role, he is a partner in the law firm Karafin, Gruonstein, Dubrow. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, including AI and machine-learning inputs.

ESG / Sustainable investing Private / alternative investments Real estate investing Wealth management General estate planning guidance Founder/Business Owner Executive
user avatar

Benjamin S

Series 63, Series 65

Birmingham, AL

1919 Investment Counsel, LLC

Benjamin Slaughter is a financial advisor at 1919 Investment Counsel, LLC in Birmingham, AL, with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with 1919 Investment Counsel since 2015. 1919 Investment Counsel offers discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and a range of complementary strategies.

ESG / Sustainable investing Private / alternative investments Real estate investing Wealth management General estate planning guidance Founder/Business Owner Executive
user avatar

Braxton C

Series 65, Series 63

Birmingham, AL

1919 Investment Counsel, LLC

Braxton Comer is an advisor with 1919 Investment Counsel, LLC and holds Series 65 and Series 63 licenses. He previously operated the Braxton Comer Law Firm for 16 years before joining 1919 Investment Counsel in 2025. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients. The firm constructs customized portfolios emphasizing liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and partnerships within the Stifel Financial Corp. network.

ESG / Sustainable investing Private / alternative investments Real estate investing Wealth management General estate planning guidance Founder/Business Owner Executive
user avatar

John H

Series 65

Birmingham, AL

1919 Investment Counsel, LLC

John Haas is a financial advisor at 1919 Investment Counsel, LLC with six years at the firm and a total of three years of industry experience. He holds the Series 65 designation. Prior to his advisory role, he worked at Ralph Lauren for three years and was affiliated with Florida State University in multiple capacities. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, and pension plans. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, integrating proprietary research and third-party managers.

ESG / Sustainable investing Private / alternative investments Real estate investing Wealth management General estate planning guidance Founder/Business Owner Executive
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