JOHNSTON INVESTMENT COUNSEL, LTD.
Firm details
- Headquarters
- PEORIA, Illinois
- CRD number
- 109726
- Website
- jicinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.97%
- Individuals15.76%
- Charitable Organizations4.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Johnston Investment Counsel, Ltd. is an independent registered investment adviser serving both individual and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Its fee arrangements include percentage-of-assets, hourly and fixed fees, which suggests it serves a mix of ongoing advisory relationships and project-based engagements. Investment activity centers on publicly available pooled funds as the core building blocks of client portfolios, with active use of third-party managers for selected alternative exposure. The firm is owner-operated and appears to run a relatively compact advisory platform focused on customized portfolio management and plan consulting rather than broad capital allocation or in-house private investment sponsorship.
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 Funds74%
- Exchange Traded Equities15%
- Private Funds6%
- US Government Bonds4%
- State & Local Bonds1%
Owners & executives
1 of 1GREGORY JOHNSTON
President, Chief Investment OfficerCRD 2419473
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PEORIA, IL
PEORIA
Location
PEORIA, IL
Headquartered in PEORIA, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- PEORIA
- Address
- 2714 N Knoxville Ave
- Time zone
- CT (UTC-6)
- Office locations
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