Johnson Bixby & Associates, Llc
- Regulatory AUM
- $934M
- Discretionary
- $934M
- Clients
- 777
- Avg AUM / client
- $1.2M
- Accounts
- 2,205
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 471 | $235M | 25.2% |
| High net worth individuals | 305 | $697M | 74.7% |
| Charitable organizations | 1 | $1.7M | 0.18% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cyndi Thompson | Chief Financial Officer | CFP | Oct 2020 (6y) | Less than 5% |
| Heidi Marie Johnson Bixby | President & Chief Compliance Officer | CFP | Oct 2020 (6y) | 75% or more |
| Amanda J Reynolds | Registered representative | CFP | Oct 2020 (6y) | |
| Amanda Peterson | Registered representative | Oct 2020 (6y) | ||
| Patricia Lynn Spies | Registered representative | CFP | Oct 2020 (6y) | |
| Zachary Paul Reuter | Registered representative | CFP | Nov 2020 (6y) | |
| Lana Jean Alvarez | Registered representative | Jan 2022 (5y) | ||
| Cynthia Sue Staley | Registered representative | Feb 2022 (4y) | ||
| Alexander Yusef Ali | Registered representative | CFP | Apr 2023 (3y) | |
| Kailee Nicole Aparicio | Registered representative | CFP | May 2024 (2y) | |
| José Alfredo Vélez Homs | Registered representative | Oct 2024 (2y) | ||
| Melissa Ann Lamarche | Registered representative | Dec 2024 (2y) | ||
| Dorothy Ellen Tennant | Registered representative | Jul 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Van Verseveld, Saskia | Chief Operations Officer | Aug 2023 | A | Less than 5% |
Undisclosed: 0% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 956 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $934M (100% of AUM) Mar 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: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗