Chief Investment Officer, Vice President · ZWJ Investment Counsel Inc
Kevin C. Yang
CRD 5940910 · Named on Form ADV at one SEC-registered adviser
At a glance
ZWJ Investment Counsel Inc, an SEC-registered wealth manager based in Atlanta, GA with $4.2 billion in regulatory assets, lists Kevin C. Yang on its Form ADV as Chief Investment Officer, Vice President, a control person.
Firms and roles
- ZWJ Investment Counsel IncChief Investment Officer, Vice PresidentWealth manager · Atlanta, GA · $4.2B in regulatory assets
AtlasMembers
Kevin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Charles L. AbneyPresident, ZWJ Investment Counsel Inc
- Clayton F. JacksonChief Executive Officer, Chairman, ZWJ Investment Counsel Inc
- Bradford S. YoungVice President, ZWJ Investment Counsel Inc
- Krista L. CosgroveChief Compliance Officer, Vice President, ZWJ Investment Counsel Inc
- Casey J. FlanaganChief Financial Officer, Senior Vice President, ZWJ Investment Counsel Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.