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 in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 24, 2025 and April 28, 2026, reported AUM increased 0.2%, from $1.6B to $1.6B.
Across 5 reported observations, AUM decreased 9.1% between March 29, 2022 and April 28, 2026, from $1.8B to $1.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 11,262 clients, or 1,877 clients per representative. That equates to $145.0K in reported AUM per client.
The profile lists 2 reported office locations and 34 years in operation. The source data was last updated on April 28, 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
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
Unlock allContacts
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
SMA allocation detail is available
TOM Johnson Investment Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.