Casey Flanagan
ZWJ Investment Counsel · Atlanta, Georgia
Casey Flanagan is a fee-only financial advisor at ZWJ Investment Counsel in Atlanta, Georgia, who holds the CFA credential. ZWJ Investment Counsel reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | ZWJ Investment Counsel |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $4.23B across 2,387 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 7499600 |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.zwjic.com |
How Casey's firm compares
- ZWJ Investment Counsel's average account is about $1.8 million, from its Form ADV (assets managed divided by 2,387 accounts).
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Questions about Casey
Is Casey Flanagan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Casey holds no broker registration, and ZWJ Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Casey charge for financial advice?
Casey's firm, ZWJ Investment Counsel, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Casey Flanagan based?
Casey Flanagan is based in Atlanta, Georgia.
What credentials does Casey Flanagan hold?
Casey Flanagan holds the CFA credential.
Is Casey Flanagan registered with the SEC?
Yes. Casey Flanagan is registered as an investment adviser representative in GA (CRD 7499600), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ZWJ Investment Counsel manage?
ZWJ Investment Counsel reports $4.23B across 2,387 accounts in assets under management.
How do I contact Casey Flanagan?
Through Casey's website, www.zwjic.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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