Johnston Investment Advisory Services, LLC

Overview

Johnston Investment Advisory Services, LLC is a small, individual-owned advisory firm focused on financial planning and portfolio management for individuals and small businesses. The firm leans heavily toward equities, with a clear preference for exchange-traded instruments as the primary vehicle for client exposure to public markets. Investment activity appears to be advisory and non-discretionary in nature, meaning clients retain execution authority while the firm provides strategy, asset allocation and ongoing portfolio advice. Fee arrangements include both a percentage-of-AUM component and fixed-fee engagements, indicating a mix of ongoing advisory relationships and project-based planning work. The advisory profile suggests a compact, advisor-driven practice that emphasizes equity exposure, uses mutual funds as a complementary vehicle, and sources alternative exposure through real estate allocations. The firm is not positioned as an ESG-focused investor, is not multi-state in its footprint, and does not act as a capital allocator to proprietary vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices