CRD: 104511
TOM Johnson Investment Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-18-1992
- Office Locations
- 2
Office Locations
About TOM Johnson Investment Management, LLC
Tom Johnson Investment Management (TJIM) is an Oklahoma City-based investment manager founded in 1983. The firm builds customized separately managed accounts, providing independent research, stock and bond selection, and portfolio management across conservative equity, fixed income, and balanced strategies focused on valuation, diversification, liquidity, income generation, and capital preservation. Serves institutions and individuals, including retirement plans, foundations, banks, insurers, and public funds.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD HOWORTH PARRY
Chief Investment Officer, Director, President
- CRD
- #2022452
- Ownership
- 10% but less than 25%
LORI ANN CALFY
Chief Compliance Officer, SENIOR VICE PRESIDENT, Vice President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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VIRGINIA ANN DAVIS
Vice President
- CRD
- #2190410
DOUGLAS ALAN HAWS
Advisor
- CRD
- #2683356
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,632,586,982 | $289,928 |
| Non-Discretionary | $0 | -- |
| Total | $1,632,586,982 | $289,928 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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