Johnson Investment Counsel, Inc.
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 117054
· SEC file 801-60676
· Cincinnati, OH
· WWW.FACEBOOK.COM
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ADV data as of May 19, 2026
- Regulatory AUM
- $23.0B
- Discretionary
- $22.8B
- Clients
- 5,470
- Avg AUM / client
- $4.2M
- Accounts
- 18,154
- Employees
- 164
AUM over time
$6.8B
$23.0B
Dec 2011
May 2026
Annual snapshots from Form ADV filings · as of May 19, 2026
Asset allocation (SMA assets by investment type)
as of May 19, 2026
Exchange-traded equities
$8.5B
37%
Registered investment companies (funds/ETFs)
$5.1B
22%
Investment-grade corporate bonds
$4.1B
18%
US government & agency bonds
$1.8B
8%
State & local bonds
$1.4B
6%
Cash & equivalents
$1.1B
5%
Other
$919M
4%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,256 | $559M | 2.43% |
| High net worth individuals | 2,995 | $14.8B | 64.2% |
| Investment companies | 2 | $3.8B | 16.5% |
| Business development companies | 1 | $260K | 0.0% |
| Pension and profit sharing plans | 53 | $787M | 3.42% |
| Charitable organizations | 99 | $1.3B | 5.5% |
| State or municipal government entities | 5 | $388M | 1.69% |
| Other investment advisers | 3 | $18.1M | 0.08% |
| Insurance companies | 1 | $6.2K | 0.0% |
| Corporations and other businesses | 55 | $1.4B | 6.21% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (65)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Coates, Dale, Howard | Director | Oct 2001 (25y) | Less than 5% | |
| Timothy Edward Johnson | Director | Oct 2001 (25y) | Less than 5% | |
| Bret Huntington Parrish | Owner/Director | CFA | Jan 2002 (25y) | 5% – 10% |
| Jason O'brien Jackman | President,/Director/Owner | CFA | Jan 2002 (25y) | 5% – 10% |
| Timothy Charles Gehner | Director/Owner | CFP CFA | Jan 2002 (25y) | Less than 5% |
| Jarett Todd Levitsky | Director/Owner | CFP | Jun 2003 (23y) | Less than 5% |
| Bischoff, Scott, Joseph | Chief Compliance Officer/Owner | Apr 2005 (21y) | Less than 5% | |
| Fred A Brink | Director/Owner | CFP CFA | Oct 2012 (14y) | Less than 5% |
| Dean Andrew Moulas | Registered representative | CFA | Jun 2002 (24y) | |
| Michael S Jordan | Registered representative | Mar 2008 (18y) | ||
| Jason Miguel Farler | Registered representative | CFA | Mar 2008 (18y) | |
| Vincent L. Russell | Registered representative | Dec 2009 (17y) | ||
| Joel David Siefert | Registered representative | CFA | Oct 2012 (14y) | |
| Zachary J Pierson | Registered representative | CFP | Nov 2013 (13y) | |
| Matthew James Yung | Registered representative | CFP CFA | Nov 2013 (13y) | |
| George Wong | Registered representative | CFA | Jun 2014 (12y) | |
| Jonathan M Mcevoy | Registered representative | CFP | Jun 2014 (12y) | |
| Simon Thomas Buchman | Registered representative | CFP | Jun 2014 (12y) | |
| Chad R Maggard | Registered representative | CFA | Jun 2014 (12y) | |
| Charles Edward Rinehart | Registered representative | CFA | Jun 2014 (12y) | |
| Brian A Butt | Registered representative | CFA | Oct 2014 (12y) | |
| Daniel Adam Barnett | Registered representative | CFA | Oct 2014 (12y) | |
| Michael Scott Wyckoff | Registered representative | CFP CFA | Oct 2014 (12y) | |
| Daniel Patrick Gusty | Registered representative | CFP | Dec 2017 (9y) | |
| Anthony Christopher Kure | Registered representative | CFP | Apr 2018 (8y) | |
| Joseph Kenneth Radigan | Registered representative | CFP | Apr 2018 (8y) | |
| Christopher Anthony Tschieder | Registered representative | CFP | Sep 2018 (8y) | |
| Christian James Brandetsas | Registered representative | CFP | Mar 2019 (7y) | |
| Brandon A Zureick | Registered representative | CFA | Mar 2019 (7y) | |
| David Quentin Theobald | Registered representative | CFA | Mar 2019 (7y) | |
| Justin Thomas Rowden | Registered representative | CFP | Mar 2019 (7y) | |
| Michael Christian Leisring | Registered representative | CFA | Mar 2019 (7y) | |
| Robert Ryan Martin | Registered representative | CFA | Mar 2019 (7y) | |
| Sandra Faye Himmelsbach | Registered representative | CFP | Mar 2019 (7y) | |
| Maxwell Thomas Monk | Registered representative | CFA | Mar 2019 (7y) | |
| Elizabeth Riazzi Schaefer | Registered representative | May 2019 (7y) | ||
| Laura Reed Mattern | Registered representative | CFA | Jun 2019 (7y) | |
| Joseph Albert Henderson | Registered representative | CFP | Jun 2019 (7y) | |
| Andrew M Kucia | Registered representative | CFP | Aug 2019 (7y) | |
| Merry Denee' Kochersperger | Registered representative | Aug 2019 (7y) | ||
| Michael R Timm | Registered representative | CFP CFA | Sep 2019 (7y) | |
| David A Christian | Registered representative | CFP | Nov 2019 (7y) | |
| Joseph Carlo | Registered representative | CFP | Nov 2019 (7y) | |
| James Michael Wineland | Registered representative | CFP | May 2020 (6y) | |
| Alex J Bey | Registered representative | CFA | Jun 2020 (6y) | |
| Joseph Peter White | Registered representative | CFP CFA | Mar 2021 (5y) | |
| Eric Jonathan Bachus | Registered representative | CFA | Mar 2021 (5y) | |
| Brandon Plumb | Registered representative | CFP CFA | Jun 2021 (5y) | |
| Alexander Michael Wertz | Registered representative | CFP | Apr 2022 (4y) | |
| Donald R Ennis | Registered representative | CFP | May 2022 (4y) | |
| Terrence Patrick Foy | Registered representative | CFP | Dec 2022 (4y) | |
| Andrea Lynn Ernst | Registered representative | CFP | Jan 2023 (4y) | |
| Maxwell Doyle Klett | Registered representative | CFP | May 2023 (3y) | |
| Jacob Michael Farwick | Registered representative | CFP CFA | Jun 2023 (3y) | |
| Lia Valle Reece | Registered representative | CFP | Sep 2023 (3y) | |
| Nathan Daniel Nichols | Registered representative | Nov 2023 (3y) | ||
| Michael G. Stanis | Registered representative | CFP CFA | Mar 2024 (2y) | |
| Emma Kathleen Kellerman | Registered representative | Apr 2024 (2y) | ||
| Michael Patrick Prebles | Registered representative | CFP | Apr 2024 (2y) | |
| John T Lemmel | Registered representative | Apr 2024 (2y) | ||
| Brandon Tyler Davidson | Registered representative | CFP | Oct 2024 (2y) | |
| Charles John Donovan | Registered representative | Nov 2024 (2y) | ||
| Michael Carlisle Murphy | Registered representative | CFP | Mar 2025 (1y) | |
| Mark David Hollick | Registered representative | Aug 2025 (1y) | ||
| Christopher Aristotle Vassilopoulos | Registered representative | Sep 2025 (1y) |
Undisclosed: 50% – 90% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (14)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Operative Plasterers And Cement Masons Local No. 109 Pension Plan | Plasterers & Cement Masons Local No. 109 Pension Plan | 450 | $127M | 05/01/2024 |
| The Profit Sharing And Retirement Plan For The Mountain Company And The Laurel Management Group, Inc. | The Mountain Company | 215 | $52.9M | 05/01/2024 |
| Shp 401(k) Retirement Plan | Steed Hammond Paul, Inc. | 109 | $23.6M | 01/01/2024 |
| Greater Cincinnati Digestive Health Network, Inc Profit Sharing Plan | Greater Cincinnati Digestive Health Network, Inc | 77 | $12.0M | 01/01/2024 |
| Jetblue Airways Retirement Plan | Jetblue Airways Corporation | 23,089 | $5.4B | 01/01/2024 |
| Teamhealth 401(k) Plan | Ameriteam Services, Llc | 18,577 | $1.8B | 01/01/2024 |
| Solaris 401(k) Plan | Solaris Health Holdings, Llc | 5,644 | $465M | 01/01/2024 |
| International Association Pension Plan | Board Of Trustees, International Association Pension Plan | 745 | $401M | 01/01/2024 |
| Schwabplan Retirement Savings And Investment Plan | The Charles Schwab Corporation | 32,145 | $8.9B | 01/01/2024 |
| The Mathworks 401(k) Retirement Plan | The Mathworks, Inc. | 3,799 | $1.8B | 01/01/2024 |
| Buyers Products Company Employees Profit Sharing Plan | Buyers Products Company | 872 | $101M | 01/01/2024 |
| Rotational Molding Technologies Inc Employees' Profit Sharing Plan And Trust | Rotational Molding Technologies Inc | 85 | $2.8M | 01/01/2024 |
| Vorys, Sater, Seymour And Pease Llp Retirement Plan | Vorys, Sater, Seymour And Pease Llp | 708 | $436M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/19/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $15.8B (69% of AUM) May 2026
- U.S. Bank $4.0B (17% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗