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JOHNSON BRUNETTI
Legal name: JB CAPITAL LLC
CRD 171168File 801-79713
APPROVED
Retail clients
Custody
Filing as of Feb 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.78B
Top 25% of cohort (national)
Discretionary AUM
$2.78B
Clients
6,044
14,540 accounts
Employees
64
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 9, 2014
- Principal office
- 100 GREAT MEADOW ROAD, SUITE 502, WETHERSFIELD, CT, 06109
- Phone
- 860-372-4800
- Website
- https://johnsonbrunetti.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.78B
- Discretionary AUM
- $2.78B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 14,540
- Non-discretionary accounts
- 0
- Total accounts
- 14,540
- AUM per client
- $461K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $3.4M |
| High net worth individuals | 724 | $1.24B |
| Individuals (other than high net worth individuals) | 5,314 | $1.54B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REFERRAL FEES FROM THIRD-PARTY MONEY MANAGERS
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- 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 |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 57 | 64 | increased by7 |
| Mar 1, 2026 | Clients | 5,476 | 6,044 | increased by568 |
| Mar 1, 2026 | AUM | $2,105,849,981 | $2,784,487,616 | increased by$678,637,635 |
| Mar 1, 2026 | Accounts | 12,863 | 14,540 | increased by1,677 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 45 | 57 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4,317 | 5,476 | increased by1,159 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,113,437,687 | $2,105,849,981 | increased by$992,412,294 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 9,822 | 12,863 | increased by3,041 |
| Sep 1, 2022 | Clients | 4,065 | 4,317 | increased by252 |
| Sep 1, 2022 | AUM | $1,208,947,832 | $1,113,437,687 | decreased by$95,510,145 |
| Sep 1, 2022 | Accounts | 9,338 | 9,822 | increased by484 |
| Apr 1, 2022 | Employees | 37 | 45 | increased by8 |
| Apr 1, 2022 | Clients | 3,638 | 4,065 | increased by427 |
| Apr 1, 2022 | AUM | $896,665,754 | $1,208,947,832 | increased by$312,282,078 |
| Apr 1, 2022 | Accounts | 8,311 | 9,338 | increased by1,027 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JOHNSON BRUNETTI” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JOHNSON BRUNETTI” 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.