SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Johnson Investment Counsel, Inc.
Cincinnati, OH
CRD 117054
Firm filing updated May 19, 2026 ·
- $23BAssets
- 76Advisory staff
- 18,154Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals2,995
- Individuals2,256
- Charities99
- Corporations or other businesses55
- Pension and profit sharing plans53
- and 3 more8
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 2,256 | $558.5 million |
| High net worth individuals | 2,995 | $14.8 billion |
| Investment companies | 2 | $3.8 billion |
| Business development companies | 1 | $260,358 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 53 | $786.6 million |
| Charitable organizations | 99 | $1.3 billion |
| State or municipal government entities (including government pension plans) | 5 | $388.3 million |
| Other investment advisors | Fewer than 5 clients | $18.1 million |
| Insurance companies | Fewer than 5 clients | $6,233 |
| Corporations or other businesses not listed above | 55 | $1.4 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
See all 6 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$23.0 billion
- Accounts18,154
- Discretionary$22.8 billion · 18,129 accounts
- Non-discretionary$220.7 million · 25 accounts
People
- Employees164
- Advisory staff76
- Broker-dealer reps1
- Licensed insurance agents0
- Planning clients5,000
Advisors
45 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 117054, SEC file 801-60676.
- Registered with the SEC as an investment advisor (status date on record: November 20, 2001).
Is Johnson Investment Counsel, Inc. a fiduciary?
Short answer: Johnson Investment Counsel, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 1 staff member is a broker-dealer representative. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.