Calvert Investment Counsel, LLC is a large advisory firm based in Hunt Valley. It manages $122.97 million of regulatory assets for 205 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, Maryland, New Hampshire, and Virginia.
Calvert Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Calvert Investment Counsel, LLC is $122.97 million. The firm's AUM has gone down by -32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Calvert Investment Counsel, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Calvert Investment Counsel is high net worth individuals with 47 clients and $89.73 million of assets under management. Among the 6 most similar advisory firms, Calvert Investment Counsel has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $108.76 million for 107 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Calvert Investment Counsel doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Calvert Investment Counsel, LLC performs its advisory services is located at 4 North Park Drive, Hunt Valley, MD 21030 1801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-435-3270 or by fax 443-589-0124. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at calvertinvestmentcounsel.com.