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Michael Carlisle Murphy

Investment adviser representative at Johnson Investment Counsel, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$23BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Ultimus Fund Distributors, LLCDec 2025 to now
  2. Johnson Investment Counsel, Inc.Apr 2024 to now
  3. UnemployedJan 2024 to Apr 2024
  4. Putnam InvestmentsJan 2016 to Jan 2024

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (OH).

Johnson Investment Counsel, Inc.

$23BAssets managed
5,470Clients
65Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6547899
Firm CRD
117054
Advisor's SEC record (opens in a new tab)
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