Johnson Bixby

Overview

Johnson Bixby is an independent registered investment adviser that began SEC registration in 2020. The firm operates as a limited liability company serving both individual and family clients as well as institutional investors. Its advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. Johnson Bixby also conducts insurance brokerage as part of its business activities. Fee arrangements are flexible and include a percentage-of-AUM model alongside hourly and fixed-fee engagements. The firm is not identified as an active ESG investor and does not present itself as a capital allocator. Industry affiliations listed for the firm include relationships with a broker-dealer, an accounting firm, and an insurance company.

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Location & Offices