Wealth manager, independent · Wethersfield, CT
Johnson Brunetti
JB Capital LLC · SEC-registered investment adviser · CRD 171168 · SEC 801-79713
At a glance
Johnson Brunetti is an SEC-registered investment adviser based in Wethersfield, Connecticut, with $2.8B in regulatory assets under management as of its Form ADV filed February 25, 2026. It reports 6,038 individual clients, 724 of them high-net-worth, holding an average of about $0.5 million each, and 64 employees. That ranks it 403rd among the nation’s 5,657 independent wealth management RIAs and 9th of 100 in Connecticut. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 860-372-4800johnsonbrunetti.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.8B
- Rank among independent wealth managers
- #403 of 5,657
- Rank among all SEC RIAs
- #2,969 of 17,210
- Rank in Connecticut
- #9 of 100
- Individual clients
- 6,038
- High-net-worth clients
- 724
- Accounts
- 14,540
- Discretionary
- 100% of AUM
- Employees
- 64
- Advisory staff
- 36
- Offices
- 10
Owners and executives on its Form ADV
- Joel M. JohnsonManaging Partner
- Kevin B. CrawfordChief Compliance Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Alera Securities LLC.
- Alera Securities LLC ↗CRD 335132
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 5,314 | $1.5B | 55% |
| High-net-worth individuals | 724 | $1.2B | 45% |
| Corporations or other businesses | 6 | $3M | <1% |
Disciplinary disclosures
Johnson Brunetti reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗johnsonbrunetti.com ↗
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The full record on Johnson Brunetti
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,451 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Connecticut
All of Connecticut →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Essex Financial Services, Inc.Essex | $4.2B | 2,780 |
| Greenwich Wealth Management, LLCGreenwich | $3.5B | 589 |
| Principle WealthMadison | $3.2B | 1,173 |
| Main Street Research LLCLakeville | $2.7B | 1,018 |
| RZH Advisors LLCStamford | $2.4B | 451 |
| Moneco AdvisorsFairfield | $2.3B | 2,781 |
Background
Questions
How much does Johnson Brunetti manage?
Johnson Brunetti reports $2.8B in regulatory assets under management across 14,540 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 25, 2026.
How many clients does Johnson Brunetti have?
It reports 6,038 individual clients: 724 high-net-worth individuals and 5,314 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Johnson Brunetti headquartered?
Its main office is in Wethersfield, Connecticut. It reports 10 offices in total and 64 employees, 36 of whom perform investment advisory functions.
How does Johnson Brunetti charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Johnson Brunetti use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed February 25, 2026, it reports these amounts held: Fidelity ($2.8B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Johnson Brunetti a hybrid RIA with a broker-dealer?
It names an affiliated broker-dealer: Alera Securities LLC.
Is Johnson Brunetti a fiduciary?
As an SEC-registered investment adviser, Johnson Brunetti owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Johnson Brunetti’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →