Johnston Investment Counsel, Ltd.

RIASEC & State 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
Registered since
September 28, 2026
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, Illinois-based registered investment adviser (SEC registered in 2026) that serves both individual/family and institutional clients. The firm operates as a corporation owned by an individual and provides a mix of financial planning and portfolio management services for individuals, small businesses, institutions and pension consulting. Its fee schedule includes percentage-of-AUM charges alongside hourly and fixed-fee arrangements. Johnston reports that it is not an active ESG investor and does not identify as a multi-state adviser for SEC reporting purposes.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

    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