Johnston Investment Counsel, Ltd.

RIASEC Registered

Total AUM

$125M

Discretionary

$110M

88% of AUM

Avg account

$410K

Accounts

305

Employees

Advisory reps

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

FINTRX

Overview

Johnston Investment Counsel, Ltd. operates as an independent, privately owned registered investment adviser organized as a corporation. The firm serves both individual and institutional clients and provides a mix of financial planning and portfolio management services for individuals, small businesses, businesses and institutions, along with pension consulting. Its billing arrangements include asset-based fees alongside hourly and fixed-fee engagements. Johnston does not identify as an active ESG investor and the adviser does not appear to operate as a multi-state or capital-allocating firm.