$125.0M Total AUM
$110.5M Disc. AUM
-- 3Y CAGR
2 Employees
90 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- BeaconWave +more
- Established Date
- 03-21-1997
- Office Locations
- 1
Office Locations
331 Fulton Suite 429 Peoria IL
About Johnston Investment Counsel, Ltd.
Johnston Investment Counsel (JIC) is an independent, fee-only fiduciary founded in 1997 providing comprehensive financial planning, investment management, and consulting for individual and institutional clients. Based in Peoria, IL, the firm serves clients nationwide and internationally. Employee-owned and principal-led, JIC often implements portfolios primarily with ETFs and custodies with Charles Schwab.
Team overview
-- AVG AGE
$125.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
28.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Momentum pathway Quantum oak Pioneer Ridge horizon Bridge timber
Client Personas
Pathway bridge Ember alpha Harbor ridge Vector peak
Custodian
Legacy unison Atlas oak Radial Vector Eagle Alpha Ridge matrix Vertex Capital Alpha summit Capital
Fund Managers
Crest
Investment Themes
Pathway Frontier element Prime timber Matrix Harbor momentum Catalyst north Prime
Investment Vehicles
Ember Horizon matrix Fusion
Platform
Catalyst
Services
Foundation signal Prime north Summit delta Vital catalyst Alpha Oak zenith Unison Ember North ember Optima Focus
Technology
Crest Vital alpha Zenith optima
Owner & Executives
GREGORY ALAN JOHNSTON
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #2419473
- Ownership
- 75% or more
(573) 251-3882
matrix.signal@frontiercapital.com
in linkedin.com/in/fusion-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,475,918 | -- |
| Non-Discretionary | $14,478,829 | -- |
| Total | $124,954,747 | -- |
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Separately Managed Accounts
Total SMA Asset: $124,954,747
Public Funds:
25.8% Equity - Exchange:
24.4% Private Funds:
17.1% U.S. Government/Agency:
19.4% Municipal Bonds:
13.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $252,782,182 | 25.8% |
| Equity - Exchange | $239,065,320 | 24.4% |
| Private Funds | $167,541,679 | 17.1% |
| U.S. Government/Agency | $190,076,525 | 19.4% |
| Municipal Bonds | $130,310,194 | 13.3% |
| Total | $979,775,900 | 100.0% |