CRD: 117054
Johnson Investment Counsel, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
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 64 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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