The J.O. Johnson Group Inc.

Overview

The J.O. Johnson Group Inc. is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm is owned by an individual and charges fees as a percentage of assets under management, which aligns its revenue model with client asset growth. Its advisory footprint is narrow — it is not a multi-state or pension consultant adviser and does not identify as an active ESG investor. Portfolios appear to be constructed around pooled public funds as the core sleeve, with supplemental allocations to annuities and third-party real estate strategies. Services emphasize personalized planning and investment oversight rather than large-scale institutional solutions or multi-manager capital allocation. With a modest asset base, the firm operates in a boutique, high-touch capacity: discretionary management is the norm, and the custodian relationship is centralized with Charles Schwab & Co., Inc.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices