JOHNSON CAPITAL ADVISORY, LLC

Overview

Johnson Capital Advisory, LLC is a small, individually owned registered investment adviser that runs a concentrated, discretionary practice. The firm reports portfolio management for individuals and small businesses while also identifying its client base as institutional, suggesting it serves a narrow set of clients with customized mandates. Its stated fee approach combines a percentage-of-AUM schedule with other fee arrangements. Investment activity centers on pooled public funds as the primary vehicle for market exposure, supplemented by fixed-income corporate debt and real estate/REIT positions to provide income and diversification. The firm is not flagged as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices