Johnson & Shute Investment Advisors, Inc.

Overview

Johnson & Shute Investment Advisors, Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2022. The firm provides portfolio management primarily for individuals, families and small businesses and charges fees as a percentage of assets under management. It does not position itself as a capital allocator and is not identified as an active ESG investor, pension consultant, or a multi-state adviser. Business activity is narrowly focused on advisory portfolio management rather than running pooled private funds or deploying third‑party alternative managers on clients’ behalf. The client base includes both individual & family and institutional relationships, with services oriented to typical wealth management needs for smaller high-net-worth households and related small business accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices