JOHNSTON INVESTMENT COUNSEL, LTD.

RIASEC Registered
Total AUM
$125M
Discretionary
$110M
88% of AUM
Avg account
$410K
Accounts
305
Employees
2
Advisory reps
1

Firm details

Headquarters
PEORIA, Illinois
CRD number
109726
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI79.97%
  • Individuals15.76%
  • Charitable Organizations4.27%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Johnston Investment Counsel, Ltd. is an independent registered investment adviser serving both individual and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Its fee arrangements include percentage-of-assets, hourly and fixed fees, which suggests it serves a mix of ongoing advisory relationships and project-based engagements. Investment activity centers on publicly available pooled funds as the core building blocks of client portfolios, with active use of third-party managers for selected alternative exposure. The firm is owner-operated and appears to run a relatively compact advisory platform focused on customized portfolio management and plan consulting rather than broad capital allocation or in-house private investment sponsorship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 74%, Exchange Traded Equities 15%, Private Funds 6%, US Government Bonds 4%, State & Local Bonds 1%74%
  • Public Funds/Mutual Funds74%
  • Exchange Traded Equities15%
  • Private Funds6%
  • US Government Bonds4%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • GREGORY JOHNSTON

    President, Chief Investment OfficerCRD 2419473

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PEORIA, IL

PEORIA

Location

PEORIA, IL

Headquartered in PEORIA, IL, in the Midwest of the United States.

Region
Midwest
County
PEORIA
Address
2714 N Knoxville Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth