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TOM JOHNSON INVESTMENT MANAGEMENT, LLC

CRD 104511File 801-42549
APPROVED
Retail clients
Filing as of Apr 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.63B
Top 25% of cohort (national)
Discretionary AUM
$1.63B
Clients
5,631
5,631 accounts
Employees
11
Top 10% of cohort in OK

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Oct 21, 1992
Principal office
201 ROBERT S. KERR, SUITE 510, OKLAHOMA CITY, OK, 73102-4202
Phone
405-236-2111

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.63B
Discretionary AUM
$1.63B
Non-discretionary AUM
$0
Discretionary accounts
5,631
Non-discretionary accounts
0
Total accounts
5,631
AUM per client
$290K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other120$60.8M
Charitable organizations47$89.0M
High net worth individuals1,333$852.0M
Pension and profit sharing plans27$18.0M
Individuals (other than high net worth individuals)4,104$612.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.