Philadelphia, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
1919 Investment Counsel, LLC
Multi-team
Firm-wide stats for 1919 Investment Counsel, LLC
Clients per advisor
162 Very HighAvg AUM per client
$4,080,449 Very HighHNW client ratio
55% Very HighAbout
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.
Based on 1919 Investment Counsel, LLC
Expertise
Based on 1919 Investment Counsel, LLC
Location
Two Logan Square, Suite 1850
Philadelphia PA 19103
Advisors at this office
4
Advisors at this office
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.
Charles K
Series 63, Series 65
Philadelphia, PA
1919 Investment Counsel, LLC
Charles King is a financial advisor with 25 years of industry experience, currently with 1919 Investment Counsel, LLC. He holds the Series 63 and Series 65 designations and has worked at Legg Mason Investment Counsel, LLC since 2005. 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 centered on liquid mid- and large-cap equities and investment-grade fixed income, utilizing proprietary and third-party research supported by AI and machine learning.
Jeffrey P
CFA®
Philadelphia, PA
1919 Investment Counsel, LLC
Jeffrey Peng is a CFA® charterholder with 19 years of industry experience. He has been with 1919 Investment Counsel, LLC since 2007. 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 or government-related entities. The firm focuses on customized portfolios emphasizing liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and a range of complementary strategies.
Michael C
Series 63, Series 65
Philadelphia, PA
1919 Investment Counsel, LLC
Michael Clark is a financial advisor with 30 years of industry experience, currently serving at 1919 Investment Counsel, LLC 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 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.
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