CRD: 116667
Johnson & Shute Investment Advisors, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FusionBeacon unison +more
- Established Date
- 07-20-1989
- Office Locations
- 1
Office Locations
About Johnson & Shute Investment Advisors, Inc.
Johnson & Shute provides tax- and planning-led advisory support for business owners, entrepreneurs, and retirees, with retirement, succession, and estate planning alongside financial reporting/analysis. Investment implementation centers on portfolio construction and risk management, commonly using ETFs and mutual funds through Charles Schwab. The firm’s AICPA membership and clean peer reviews underscore an emphasis on independent, objective reporting.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GREGORY A. RADOVICH
Chief Compliance Officer, President
- CRD
- #2847773
- Ownership
- 75% or more
RODGER PAUL SHUTE
Director Of Research, VICE PRESIDENT
- CRD
- #1890392
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $137,308,342 | $1,855,518 |
| Total | $137,308,342 | $1,855,518 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $137,308,342
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,625,847,169 | 50.0% |
| Cash | $2,625,847,168 | 50.0% |
| Total | $5,251,694,337 | 100.0% |