Charles Abney
ZWJ Investment Counsel · Atlanta, Georgia
Charles Abney 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.
Request an introduction to Charles →
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 2711031 |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.zwjic.com |
How Charles'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).
Request an introduction to Charles
Tell Charles a little about what you're looking for. Charles isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Charles
Is Charles Abney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles 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 Charles charge for financial advice?
Charles's firm, ZWJ Investment Counsel, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles Abney based?
Charles Abney is based in Atlanta, Georgia.
What credentials does Charles Abney hold?
Charles Abney holds the CFA credential.
Is Charles Abney registered with the SEC?
Yes. Charles Abney is registered as an investment adviser representative in GA (CRD 2711031), 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 Charles Abney?
Through Charles'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.
See something wrong? Request a correction. Read our methodology.