TOM JOHNSON INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 1992

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$290K

Accounts

5,631

Employees

Advisory reps

Firm details

Headquarters: OKLAHOMA CITY, Oklahoma
CRD number: 104511
Registered since: October 21, 1992
Website: www.tjim.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI52.19%
Individuals37.53%
Charitable Organizations5.45%
Corporations / Businesses3.72%
Pension & Profit Sharing Plans1.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Tom Johnson Investment Management, LLC is an independent registered investment adviser formed in 1992 and organized as a limited liability company. The firm serves both individual and institutional clients and acts as a capital allocator, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not position itself as an active ESG investor. The firm has been recognized in industry rankings, including repeated appearances in CNBC’s Top 100 Financial Advisory Firms (2019, 2020, 2021, 2022) and inclusion in the Financial Times’ Top 300 RIA Firms in 2020.