DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

CALVERT INVESTMENT COUNSEL

CALVERT INVESTMENT COUNSEL, LLC, CRD 135656

HUNT VALLEY, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a9deaaab-4dc0-ce87-a5a1-99a5be371af2

Data as of Mar 23, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2012 to Mar 23, 2018
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $123MItem 5.F on the latest filing (2018-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $101M
Private client RAUM: $109MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 205
Individual clients: 60
High net worth clients: 47
Custody, client assets: $6.5M
SEC number: 801-64324
CRD: 135656
Filings on the tape: 10
First filed: Mar 28, 2012
Latest filed: Mar 23, 2018
Organised: Limited Liability Company, Maryland

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HURLOCK, EDWARD, KINGDON	CHIEF COMPLIANCE OFFICER, PRESIDENT, YORKSHIRE ASSOCIATES	E	yes	11/1988	Mar 28, 2012	Mar 23, 2018

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 23, 2018	$123M	$101M	4	2	0	n/a	n/a
2016	Mar 8, 2017	$115M	$95.8M	4	2	n/a	n/a	n/a
2015	Mar 23, 2016	$107M	$88.5M	3	1	n/a	n/a	n/a
2014	Mar 16, 2015	$114M	$90.7M	3	1	n/a	n/a	n/a
2013	Mar 21, 2014	$312M	$278M	5	2	n/a	n/a	n/a
2012	Mar 25, 2013	$326M	$288M	6	3	n/a	n/a	n/a
2011	Mar 28, 2012	$292M	$253M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	$123M	$115M	6.8%	$114M	2.6%	4	4	0	n/a

Relationships

Controls (1)

← HURLOCK, EDWARD, KINGDONOwnerCHIEF COMPLIANCE OFFICER, PRESIDENT, YORKSHIRE ASSOCIATES, ownership code E, individual
Mar 28, 2012 to presentfactForm ADV

Registered with (3)

← EDWARD KINGDON HURLOCKAdvisorregistration: previous registration
Jun 17, 2005 to Aug 23, 2018factForm ADV
← JACOLYN HELEN WETMOREAdvisorregistration: previous registration
Aug 18, 2016 to Jul 18, 2018factForm ADV
← THOMAS MATTHEW TRUMPAdvisorregistration: previous registration
Jan 9, 2006 to Jan 3, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a9deaaab-4dc0-ce87-a5a1-99a5be371af2
First observed: Mar 28, 2012
Last observed: Mar 23, 2018 103 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CALVERT INVESTMENT COUNSEL

CALVERT INVESTMENT COUNSEL, LLC, CRD 135656

HUNT VALLEY, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a9deaaab-4dc0-ce87-a5a1-99a5be371af2

Data as of Mar 23, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:39 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HURLOCK, EDWARD, KINGDON

CHIEF COMPLIANCE OFFICER, PRESIDENT, YORKSHIRE ASSOCIATES

yes

11/1988

Mar 28, 2012

Mar 23, 2018

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 23, 2018

$123M

$101M

n/a

2016

Mar 8, 2017

$115M

$95.8M

n/a

2015

Mar 23, 2016

$107M

$88.5M

n/a

2014

Mar 16, 2015

$114M

$90.7M

n/a

2013

Mar 21, 2014

$312M

$278M

n/a

2012

Mar 25, 2013

$326M

$288M

n/a

2011

Mar 28, 2012

$292M

$253M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$123M

$115M

6.8%

$114M

2.6%

n/a