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Advisor

Stacey Ewing

ZWJ Investment Counsel · Atlanta, Georgia

Stacey Ewing 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.

Percentage of assetsFixed fees Fee-only CFA

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Facts

FirmZWJ 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
CredentialsCFA
SEC registration Investment adviser representative in GA · CRD 4407699
Firm size20 employees
Disclosures None reported
Websitewww.zwjic.com

How Stacey'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).

What fee-only advisors charge in Georgia

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Questions about Stacey

Is Stacey Ewing a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stacey 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 Stacey charge for financial advice?

Stacey's firm, ZWJ Investment Counsel, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Stacey Ewing based?

Stacey Ewing is based in Atlanta, Georgia.

What credentials does Stacey Ewing hold?

Stacey Ewing holds the CFA credential.

Is Stacey Ewing registered with the SEC?

Yes. Stacey Ewing is registered as an investment adviser representative in GA (CRD 4407699), 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 Stacey Ewing?

Through Stacey'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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