CRD: 117054
Johnson Investment Counsel, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-20-2001
- Office Locations
- 13
Office Locations
About Johnson Investment Counsel, Inc.
Johnson Investment Counsel (Johnson Asset Management) is an employee-owned Cincinnati-based RIA serving families, business owners, retirement plans, and institutions/endowments. The firm provides portfolio management, comprehensive financial planning, tax coordination, estate and trust counsel via Johnson Trust Company, risk management/insurance guidance, and philanthropy planning. Investment teams include in-house research analysts and run a fixed income Quality-Yield approach with disciplined allocation and risk management.
Reported data analysis
What the numbers show
Between March 28, 2025 and May 19, 2026, reported AUM increased 10.1%, from $20.9B to $23.0B.
Across 5 reported observations, AUM increased 22.5% between March 25, 2022 and May 19, 2026, from $18.8B to $23.0B.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 76 advisory representatives and 5,474 clients, or 72 clients per representative. That equates to $4.2M in reported AUM per client.
The profile lists 13 reported office locations and 24 years in operation. The source data was last updated on May 19, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
JASON O'BRIEN JACKMAN
Chief Executive Officer, Director, Owner
- CRD
- #4678757
- Ownership
- 5% but less than 10%
BRET HUNTINGTON PARRISH
DIRECTOR, Owner, Principal
- CRD
- #2150961
- Ownership
- 5% but less than 10%
Showing 2 of 8 owners & executives
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ERIC JONATHAN BACHUS
Portfolio Manager
- CRD
- #7346787
DANIEL ADAM BARNETT
Principal
- CRD
- #4891562
Showing 2 of 65 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,764,232,258 | $1,255,681 |
| Non-Discretionary | $220,734,601 | $8,829,384 |
| Total | $22,984,966,859 | $1,266,110 |
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Separately Managed Accounts
SMA allocation detail is available
Johnson Investment Counsel, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Johnson Investment Counsel, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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