Johnson Capital Advisory, LLC

RIASEC Registered
Total AUM
$58.8M
Discretionary
$58.8M
100% of AUM
Avg account
$58.8M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
Milford, Ohio
CRD number
292270
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • Other Investment Advisers100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Johnson Capital Advisory, LLC is a small, owner-operated limited liability company that operates as an institutional registered investment adviser. The firm’s stated advisory activity is portfolio management for individuals and small businesses, while its client classification is listed as institutional, suggesting its current book is concentrated and not broadly retail. Fee arrangements include a percentage-of-AUM component plus other fee types. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not presented as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Exchange Traded Equities 37%, Cash & Cash Equivalents 9%, Investment Grade Corp Bonds 1%53%
  • Public Funds/Mutual Funds53%
  • Exchange Traded Equities37%
  • Cash & Cash Equivalents9%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • James Johnson

    PrincipalCRD 4347530

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Milford, OH

Clermont

Location

Milford, OH

Headquartered in Milford, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Clermont
Address
329 Miami Lakes Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth