Johnson Investment Counsel, Inc.

RIASEC RegisteredEst. 2001

Total AUM

$23B

Discretionary

$22.8B

99% of AUM

Avg account

$1.3M

Accounts

18,154

Employees

164

Advisory reps

Firm details

Headquarters: Cincinnati, Ohio
CRD number: 117054
Registered since: November 20, 2001
Website: www.johnsoninv.com
Custodians: CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI64.2%
Investment Companies16.47%
Corporations / Businesses6.21%
Charitable Organizations5.5%
Pension & Profit Sharing Plans3.42%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Johnson Investment Counsel, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 2001. The firm serves both individual/family and institutional clients and operates as a capital allocator; its business activities include functions consistent with a commodity pool operator or commodity trading advisor (CPO/CTA). Advisory services listed by the firm cover financial planning and portfolio management across individuals, small businesses, investment companies and institutions, along with pension consulting and selection of other advisers. Fee arrangements include percentage-of-AUM billing and fixed fees. The firm is not identified as an active ESG investor in the provided data. Johnson Investment Counsel has received recognition from industry publications over multiple years, including placements on Barron’s Top 100 RIA lists (2021–2025), Financial Times Top 300 (2020), FA Magazine Top RIA Firms (2020), and appearances on Forbes’ lists in 2023 and 2024.