JOHNSON INVESTMENT COUNSEL, INC.

RIASEC RegisteredEst. 2001

Total AUM

$23B

Discretionary

$22.8B

99% of AUM

Avg account

$1.3M

Accounts

18,154

Employees

164

Advisory reps

Firm details

Headquarters: CINCINNATI, Ohio
CRD number: 117054
Registered since: November 20, 2001
Website: www.johnsoninv.com
Custodians: CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI64.2%
Investment Companies16.47%
Corporations / Businesses6.21%
Charitable Organizations5.5%
Pension & Profit Sharing Plans3.42%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Johnson Investment Counsel, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 2001. The firm serves both high-net-worth individuals and families as well as institutional clients. It operates as a capital allocator and offers a mix of services including financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and manager selection. The firm’s fee arrangements include percentage-of-AUM and fixed fees. Johnson also has CPO/CTA activity on its books and lists a trust company among its industry affiliations. The firm does not identify as an active ESG investor. The firm has received multiple industry recognitions over recent years, including repeated placements on Barron’s Top 100 RIA list (2021–2025), appearances in Forbes’ America’s Top RIAs (2023, 2024), and earlier rankings from Financial Times and FA Magazine in 2020.