JOHNSON BIXBY

Overview

Johnson Bixby is an SEC-registered advisory firm that combines fee-based portfolio management and financial planning with insurance brokerage services. The firm serves both individual and family clients as well as institutional accounts, and operates under an owner-type classified as individual. Its advisory scope includes financial planning and portfolio management for individuals, small businesses and institutions. Fee structures include a percentage of AUM, hourly charges and fixed fees. Johnson Bixby is not identified as an active ESG investor and is not registered as a multi-state adviser. The firm began SEC registration in 2020. Investment activity is centered on public funds and mutual funds as the primary portfolio building blocks, with a clear preference for pooled vehicles for core exposure. That core is complemented by allocations to third-party alternative managers across multiple private market strategies. The firm functions as an insurance broker in addition to its advisory roles, which suggests a client service model that integrates risk-transfer solutions with investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices