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 a privately held limited liability company that has been SEC-registered since 2014 and describes itself as a capital allocator serving both individual and institutional clients. The firm offers financial planning and portfolio management for individuals and small businesses, selects other advisers on behalf of clients, and runs educational seminars and workshops. Its fee arrangements include assets‑under‑management fees, fixed fees, and other bespoke billing approaches. Johnson Brunetti does not position itself as an ESG investor and is not identified as a multi‑state adviser in the snapshot data. The firm maintains industry relationships with 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 27
Maxwell Miller
Associate, Financial AdvisorCRD 7557853
Joseph Conlan
Financial AdvisorCRD 4303360
Matthew Scott
Financial AdvisorCRD 7639297
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 114Active vs passive
$2.4B in ETFs
64%
$1.5B
22%
$845M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $492M | 656,924 | 20.72% |
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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