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 SEC-registered investment adviser that serves both individual/family and institutional clients. The firm functions as a capital allocator and offers a range of advisory services including financial planning, portfolio management for individuals, businesses and investment companies, pension consulting and manager selection. It also lists CPO/CTA activity among its business lines, indicating involvement with commodity or managed‑futures program structures. Fees are charged as a percentage of assets under management and through fixed fees. Johnson Investment Counsel does not identify as an active ESG investor. The firm has been recognized in several industry rankings over recent years, including repeated Top 100 placements from Barron’s (2021–2025), appearances on Forbes’ lists (2023, 2024), and earlier recognition from the Financial Times and FA Magazine in 2020.