Varn Investment Counsel Inc (Atlanta)

Varn Investment Counsel Inc is a large advisory firm based in Atlanta. It manages $34.23 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.

Varn Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Varn Investment Counsel: assets under management

The assets under management (AUM) of Varn Investment Counsel Inc is $34.23 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $34.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $744.08 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Varn Investment Counsel Inc for their services and products based on a percentage of assets under management. 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.

Careers at Varn Investment Counsel Inc

Varn Investment Counsel Inc is owned by Judith J Varn. Robert Morris Varn has been acting as President since 1 Nov 1992. Robert Bergstrom Varn joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Morris Varn	Chairman	1 Nov 1992	25% - 50%	453594
Lillouise Varn Reid	Secretary	1 Dec 1998	Other	4363666
Judith J Varn	Owner	1 Dec 1998	Other	4363677
Robert Bergstrom Varn	Managing director	1 Oct 2000	Other	4363662

Based in Atlanta

The principal office where Varn Investment Counsel Inc performs its advisory services is located at 3715 Northside Parkway, Atlanta, GA 30327, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.