Johnson Capital Management, LLC

Overview

Johnson Capital Management, LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a fee-for-assets business model and concentrates its client work on personal wealth rather than institutional mandates. Investment activity is centered on pooled public investment vehicles—primarily mutual funds and other public funds—used to build diversified portfolios across equity and fixed-income exposures. The firm supplements those core holdings with selected income solutions such as annuities and targeted allocations to third-party alternative managers in areas like real estate, commodities and oil & gas. Johnson Capital Management’s target clients are individual and family investors who prefer a managed solution delivered from a single-office practice. The adviser appears to use a straightforward, fund-driven implementation approach rather than large direct security sleeves or significant in-house capital allocation strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices