Johnson Bixby

Overview

Johnson Bixby is an SEC-registered limited liability company that provides financial planning and portfolio management services to individuals, families and institutional clients. The adviser also operates as an insurance broker and charges a mix of percentage-of-AUM, hourly and fixed fees. Its advisory scope includes financial planning and separate account management for individuals/small businesses as well as for businesses or institutions. Johnson Bixby does not flag itself as an active ESG investor and is not positioned as a multi-state or pension-focused consultant. The firm is owned by an individual and was registered with the SEC in 2020. It lists affiliations with a broker-dealer, an accounting firm and an insurance company, indicating a business model that blends advisory services with insurance distribution and outside professional relationships. Johnson Bixby does not act as a capital allocator on behalf of other managers; its alternative exposure is routed to third-party external managers.

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Location & Offices