Managing Member · 1919 Investment Counsel, LLC
Paul J. Benziger
CRD 1235190 · Named on Form ADV at one SEC-registered adviser
At a glance
1919 Investment Counsel, LLC, an SEC-registered wealth manager based in Baltimore, MD with $26.0 billion in regulatory assets, lists Paul J. Benziger on its Form ADV as Managing Member, a control person.
Firms and roles
- 1919 Investment Counsel, LLCManaging MemberWealth manager · Baltimore, MD · $26B in regulatory assets
AtlasMembers
Paul’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1989 (37 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Paul’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Harry OmealiaPresident and Chief Executive Officer, Managing Member, 1919 Investment Counsel, LLC
- Charles C. KingManaging Member, 1919 Investment Counsel, LLC
- Faith M. MutungaDirector of Finance, 1919 Investment Counsel, LLC
- Nell H. KelleherDirector of Operations and Administration, 1919 Investment Counsel, LLC
- Michael A. SperoChief Compliance Officer, 1919 Investment Counsel, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.