Wealth manager, independent · Cincinnati, OH
Johnson Investment Counsel, Inc.
SEC-registered investment adviser · CRD 117054 · SEC 801-60676
At a glance
Johnson Investment Counsel, Inc. is an SEC-registered investment adviser based in Cincinnati, Ohio, with $23B in regulatory assets under management as of its Form ADV filed May 19, 2026. It reports 5,251 individual clients, 2,995 of them high-net-worth, holding an average of about $2.9 million each, and 164 employees. That ranks it 45th among the nation’s 5,657 independent wealth management RIAs and 4th of 226 in Ohio. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and U.S. Bank.
Main office 513-661-3100johnsoninv.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $23B
- Rank among independent wealth managers
- #45 of 5,657
- Rank among all SEC RIAs
- #800 of 17,210
- Rank in Ohio
- #4 of 226
- Individual clients
- 5,251
- High-net-worth clients
- 2,995
- Accounts
- 18,154
- Discretionary
- 99% of AUM
- Employees
- 164
- Advisory staff
- 76
- Offices
- 6
Owners and executives on its Form ADV
- Scott J. BischoffCco/owner
- Bret H. ParrishDirector/board Member/owner
- Jason O. JackmanCeo/board Member/owner
- Timothy C. GehnerBoard Member/owner
- Jarett T. LevitskyDirector/board Member/owner
- Fred A BrinkDirector/board Member/owner
- Ryan EasterCoo/owner
- Jason M. FarlerDirector/board Member/owner
Custody and brokerage
Broker-dealer
Hybrid RIA
Johnson Investment Counsel, Inc. is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 2,995 | $15B | 64% |
| Investment companies | 2 | $3.8B | 16% |
| Corporations or other businesses | 55 | $1.4B | 6% |
| Charitable organizations | 99 | $1.3B | 6% |
| Pension and profit sharing plans | 53 | $787M | 3% |
| Individuals | 2,256 | $559M | 2% |
| State or municipal government entities | 5 | $388M | 2% |
| Other investment advisers | 3 | $18M | <1% |
| Business development companies | 1 | $0M | <1% |
| Insurance companies | 1 | $0M | <1% |
Disciplinary disclosures
Johnson Investment Counsel, Inc. 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
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗johnsoninv.com ↗
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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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- Rank against 194 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Ohio
All of Ohio →| Firm | Regulatory AUM | Clients |
|---|---|---|
| MAI Capital Management, LLCCleveland | $52B | 15,740 |
| Clearstead; Clearstead Advisory SolutionsCleveland | $34B | 4,311 |
| Sequoia Financial Group, L.L.C.Akron | $32B | 11,064 |
| Bartlett & Co. Wealth Management LLCCincinnati | $10B | 2,133 |
| OnesevenBeachwood | $7.7B | 15,787 |
| Carnegie Investment CounselPepper Pike | $7.5B | 3,056 |
Compare Johnson Investment Counsel, Inc. with
- Johnson Investment Counsel, Inc. vs Oxford Financial Group, LTD $23B · Carmel, IN
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- Johnson Investment Counsel, Inc. vs Seia $23B · LOS Angeles, CA
- Johnson Investment Counsel, Inc. vs Baker Street Advisors, LLC $21B · SAN Francisco, CA
- Johnson Investment Counsel, Inc. vs Sequoia Financial Group, L.L.C. $32B · Akron, OH
Background
Questions
How much does Johnson Investment Counsel, Inc. manage?
Johnson Investment Counsel, Inc. reports $23B in regulatory assets under management across 18,154 accounts, 99% of it on a discretionary basis, on its Form ADV filed May 19, 2026.
How many clients does Johnson Investment Counsel, Inc. have?
It reports 5,251 individual clients: 2,995 high-net-worth individuals and 2,256 other individuals. Individuals account for about 67% of its regulatory assets.
Where is Johnson Investment Counsel, Inc. headquartered?
Its main office is in Cincinnati, Ohio. It reports 6 offices in total and 164 employees, 76 of whom perform investment advisory functions.
How does Johnson Investment Counsel, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Johnson Investment Counsel, Inc. use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and U.S. Bank. On Schedule D of its Form ADV filed May 19, 2026, it reports these amounts held: Charles Schwab ($16B); U.S. Bank ($4.0B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Johnson Investment Counsel, Inc. a hybrid RIA with a broker-dealer?
Johnson Investment Counsel, Inc. is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Johnson Investment Counsel, Inc. a fiduciary?
As an SEC-registered investment adviser, Johnson Investment Counsel, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 1 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Johnson Investment Counsel, Inc.’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 (2026-05-19), 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 →