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- Custodian
- American Funds · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- PathwayLegacy legacy
- Established Date
- 05-09-2014
- Office Locations
- 4
Office Locations
About Johnson Brunetti
Johnson Brunetti is a Connecticut-based wealth management firm providing retirement and investment planning, portfolio construction, and ongoing asset management, with tax, estate/legacy, and insurance planning support. Client focus centers on retirees and pre-retirees (also entrepreneurs). Portfolios commonly use ETFs and mutual funds with an asset-allocation and tax-efficient focus. The firm drives prospecting through free public workshops and a paid radio/TV/podcast presence (“Money Wisdom,” “Better Money”).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Services
Technology
Owner & Executives
KEVIN B. CRAWFORD
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
JOEL MARK JOHNSON
Financial Advisor, General Partner, Managing Partner
- CRD
- #1941908
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MARGARET Rose AGUIRRE
Client Service Specialist
- CRD
- #6739803
JOSH ERIC ALTMAN
Financial Advisor
- CRD
- #6816080
Oak timber
Vector pathway beacon
- CRD
- #42727
Showing 2 of 27 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,784,487,616 | $191,505 |
| Non-Discretionary | $0 | -- |
| Total | $2,784,487,616 | $191,505 |
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Separately Managed Accounts
Total SMA Asset: $2,784,487,616
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,828,129,441 | 23.7% |
| Equity - Exchange | $3,571,408,993 | 46.3% |
| Cash | $2,314,087,901 | 30.0% |
| Total | $7,713,626,335 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE FOCUS BEACON | LEGACY INSIGHT | 891VSEUZG | NMOEP | 2.05% | $25,061,840 |
| OAK PEAK | EMBER TIMBER | Q5GAK6T97 | ZTXLW | 11.08% | $87,076,333 |
| MATRIX VECTOR | EMBER PIONEER | 38QLJTH6S | JLQD | 11.60% | $44,044,540 |
| PIONEER PATHWAY | SUMMIT SUMMIT | HV5KU2KXU | DDQT | 4.75% | $2,874,968 |
| PIONEER CAPITAL | FRONTIER NORTH | H1QNS1G98 | FMIR | 8.09% | $75,961,236 |
| LEGACY OAK | CREST INSIGHT | 027NZJTKL | SSSR | 9.66% | $88,959,063 |
| ZENITH RIDGE | INSIGHT DELTA | MJLUWMOED | FKC | 3.00% | $20,731,508 |
| PIONEER SIGNAL VERTEX | QUANTUM PEAK | 12DWV3I36 | GNRH | 8.21% | $85,032,606 |