# Johnson Bixby

> Johnson Bixby is an SEC-registered investment advisory firm in Vancouver, WA, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 310839
- Filed as: JOHNSON BIXBY
- Legal name: Johnson Bixby & Associates, LLC
- Also doing business as: JOHNSON BIXBY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vancouver, WA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310839
- AdvisorCensus page: https://advisorcensus.com/firm/johnson-bixby-vancouver-wa-310839

## Quick answers

**How is Johnson Bixby compensated?**
On its Form ADV (Item 5.E, October 2026), Johnson Bixby reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Johnson Bixby's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Johnson Bixby located?**
Johnson Bixby's principal office is in Vancouver, WA, according to its Form ADV.

**Is Johnson Bixby registered with the SEC or a state?**
Johnson Bixby is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310839.

**How much does Johnson Bixby manage?**
Johnson Bixby reports $933,732,431 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**How have Johnson Bixby's assets and staff changed since 2021?**
In the Form ADV data for Johnson Bixby: Regulatory assets under management: $452,580,067 in the October 2021 data and $933,732,431 in the October 2026 data, up 106%. Total employees: 10 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Johnson Bixby serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (471); high net worth individuals (305); charitable organizations (1).

**Which custodians does Johnson Bixby use?**
Johnson Bixby's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Johnson Bixby report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310839

**What changed in Johnson Bixby's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $789,526,420 to $933,732,431 (+18%). Employees performing advisory functions went from 7 to 6. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Our fee for Asset Management as a percentage of assets under management will not exceed 1.50%. Fees to be assessed will be outlined in the advisory agreement to be signed by the client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $933,732,431
- Discretionary: $933,732,431
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 471 | $234,966,501 |
| High net worth individuals | 305 | $697,097,641 |
| Charitable organizations | 1 | $1,668,289 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (5 years)
- Employees: 15 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, ID, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- johnsonbixby.com
- Facebook @johnsonbixby
- LinkedIn @johnson-bixby
- LinkedIn @amanda-reynolds-cfp®-cpa-8b2a1847
- LinkedIn @heidij2
- LinkedIn @lynn-snyder-cfa-9219a0159
- LinkedIn @melissa-l-007b66132
- LinkedIn @patricia-spies-cfp®-3139a0b8
- LinkedIn @the-alexander-ali
- LinkedIn @zacharyreuter
- YouTube @johnsonbixby

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $452,580,067 | 10 | February 2, 2021 |
| October 2022 | $574,950,752 | 10 | August 12, 2022 |
| October 2023 | $590,749,395 | 6 | August 4, 2023 |
| October 2024 | $694,870,708 | 12 | February 20, 2024 |
| October 2025 | $789,526,420 | 15 | February 28, 2025 |
| October 2026 | $933,732,431 | 15 | March 13, 2026 |

Regulatory assets under management: $452,580,067 in the October 2021 data and $933,732,431 in the October 2026 data, up 106%.
Total employees: 10 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $789,526,420 to $933,732,431 (+18%).
- Employees performing advisory functions went from 7 to 6.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in NV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Johnson Bixby (CRD 310839): Form ADV filing data as of October 2026.