← Directory
JOHNSON INVESTMENT COUNSEL, INC.
CRD 117054File 801-60676
APPROVED
Retail clients
Custody
Filing as of May 19, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.