Adrian Michael Schau

Employer firm

1919 Investment Counsel, LLC CRD 133370

$26.0B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → Present
  My529
  Salt Lake City, UT
• 08/2011 → 04/2019
  Triad Advisors, Inc.
  Norcross, GA
• 04/2019 → Present
  1919 Investment Counsel, Llc
  Cincinnati, OH

Previous Registrations

• 2018-07-06 → 2019-04-04
  Legacy Financial Advisors, Inc.
  Covington, KY

Other Businesses

my529; Investment-Related; Salt Lake City, UT 84114; consultant; 02/2011.

Designations

• Certified Financial Planner