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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-12-2008
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 127 clients, or 127 clients per representative. That equates to $278.1K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on January 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Johnson Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JESSE LEE JOHNSON
Chief Compliance Officer, Managing Member
- CRD
- #4657184
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Johnson Capital Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.