Johnson Brunetti
Firm details
- Headquarters
- Wethersfield, Connecticut
- CRD number
- 171168
- Registered since
- May 9, 2014
- Website
- jb-capital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals55.21%
- HNWI44.67%
- Corporations / Businesses0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Johnson Brunetti is an independent registered investment adviser structured as an LLC that acts as a capital allocator for both individual/family and institutional clients. The firm is registered with the SEC (registered in 2014). Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, manager selection, and client education through seminars and workshops. Fee arrangements include percentage-of-AUM fees, fixed fees and other fee constructs. The firm is not positioned as an ESG-focused investor. Johnson Brunetti maintains industry relationships that include a broker‑dealer, another investment adviser, and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities24%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1
Kevin Crawford
Chief Compliance OfficerCRD 6115125
Contacts
3 of 26
Nicholas Colantuono
Financial AdvisorCRD 5688482
Joseph Conlan
Financial AdvisorCRD 4303360
Heath Grossman
PartnerCRD 4018002
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$2.4B in ETFs
62%
$1.5B
23%
$934M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $507M | 662,060 | 20.78% |
Location
Wethersfield, CT
Hartford
Location
Wethersfield, CT
Headquartered in Wethersfield, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 100 Great Meadow Rd
- Time zone
- ET (UTC-5)
- Office locations
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