A complete list of active advisors currently associated with 1919 Investment Counsel, LLC
Warmer can help you find a great advisor at 1919 Investment Counsel, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at 1919 Investment Counsel, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse 1919 Investment Counsel, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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