$35.3M Total AUM
$35.3M Disc. AUM
-- 3Y CAGR
1 Employees
127 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-12-2008
- Office Locations
- 1
Office Locations
-- BIG Lake MN
About Johnson Capital Management, LLC
Johnson Capital Management, LLC is a Minnesota-based, fee-only RIA providing objective investment management and personal financial planning. The advisor builds and manages goal-based portfolios aligned to each client’s financial plan, using publicly traded funds and ETFs where appropriate. The firm is associated with Charles Schwab & Co. as custodian.
Team overview
40 AVG AGE
$35.3M AVG AUM / ADVISOR
$278.1K AVG AUM / CLIENT
12.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Pioneer Catalyst
Client Personas
North north
Investment Themes
Eagle vital Glacier
Investment Vehicles
Legacy alpha
Services
Bridge Frontier peak Vertex Legacy Beacon zenith Atlas glacier Summit
Owner & Executives
JESSE LEE JOHNSON
Chief Compliance Officer, Managing Member
- CRD
- #4657184
- Ownership
- 75% or more
(974) 409-1255
prime.momentum@elementcapital.com
in linkedin.com/in/fusion-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,322,391 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,322,391 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,322,391
Public Funds:
41.1% Cash:
35.6% Equity - Exchange:
23.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,439,870,828 | 41.1% |
| Cash | $1,247,187,384 | 35.6% |
| Equity - Exchange | $816,277,136 | 23.3% |
| Total | $3,503,335,348 | 100.0% |