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JOHNSON INVESTMENT COUNSEL, INC.
CRD 117054File 801-60676
APPROVED
Retail clients
Custody
Filing as of May 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$22.98B
Top 10% of cohort (national)
Discretionary AUM
$22.76B
Non-discretionary $220.7M
Clients
5,470
18,154 accounts
Employees
164
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 20, 2001
- Principal office
- 3777 WEST FORK ROAD, CINCINNATI, OH, 45247
- Phone
- 513-661-3100
- Website
- HTTPS://WWW.JOHNSONINV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $22.98B
- Discretionary AUM
- $22.76B
- Non-discretionary AUM
- $220.7M
- Discretionary accounts
- 18,129
- Non-discretionary accounts
- 25
- Total accounts
- 18,154
- AUM per client
- $4.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 55 | $1.43B |
| Insurance companies | Fewer than 5 | $6K |
| Investment companies | 2 | $3.78B |
| Charitable organizations | 99 | $1.27B |
| Other investment advisers | Fewer than 5 | $18.1M |
| High net worth individuals | 2,995 | $14.76B |
| Business development companies | 1 | $260K |
| Pension and profit sharing plans | 53 | $786.6M |
| State or municipal government entities | 5 | $388.3M |
| Individuals (other than high net worth individuals) | 2,256 | $558.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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 investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 157 | 164 | increased by7 |
| Apr 1, 2026 | Clients | 5,124 | 5,470 | increased by346 |
| Apr 1, 2026 | AUM | $20,872,135,890 | $22,984,966,859 | increased by$2,112,830,969 |
| Apr 1, 2026 | Accounts | 16,634 | 18,154 | increased by1,520 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 125 | 157 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4,367 | 5,124 | increased by757 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $18,763,707,876 | $20,872,135,890 | increased by$2,108,428,014 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13,835 | 16,634 | increased by2,799 |
| Apr 1, 2022 | Employees | 140 | 125 | decreased by15 |
| Apr 1, 2022 | Clients | 4,019 | 4,367 | increased by348 |
| Apr 1, 2022 | AUM | $15,525,433,495 | $18,763,707,876 | increased by$3,238,274,381 |
| Apr 1, 2022 | Accounts | 12,097 | 13,835 | increased by1,738 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JOHNSON INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JOHNSON INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.