{
  "crd_number": 171168,
  "slug": "johnson-brunetti-wethersfield-ct-171168",
  "primary_business_name": "JOHNSON BRUNETTI",
  "legal_name": "JB CAPITAL LLC",
  "dbas": [
    "ALERA GROUP WEALTH SERVICES"
  ],
  "city": "Wethersfield",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "25540",
  "metro": {
    "cbsa_code": "25540",
    "common_name": "Hartford",
    "msa_name": "Hartford-West Hartford-East Hartford, CT",
    "path": "/advisors/ct/hartford"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-05-09",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-02-25",
  "carried_forward": false,
  "raum_total": 2784487616.0,
  "raum_discretionary": 2784487616.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 64,
  "advisory_employees": 36,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 1537178459.0,
      "count": 5314
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1243884372.0,
      "count": 724
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 3424785.0,
      "count": 6
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "GA",
    "IL",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "PA",
    "RI",
    "SC",
    "TN",
    "TX",
    "VA",
    "VT"
  ],
  "websites": [
    "https://aleragroup.com",
    "https://bettermoneyboston.com",
    "https://edge.financialseminarservices.com/Rsvp/Seminar/K98T",
    "https://facebook.com/johnsonbrunetti",
    "https://instagram.com/johnsonbrunetti?igsh=N3IxZmZneDhqdnVv",
    "https://johnsonbrunetti.com",
    "https://johnsonbrunetti.com/about-us/ambassador-program",
    "https://johnsonbrunetti.com/financial-resources",
    "https://johnsonbrunetti.com/financial-workshops-fb",
    "https://johnsonbrunetti.com/request-a-visit",
    "https://linkedin.com/company/johnson-brunetti-investments",
    "https://listentojoel.com",
    "https://moneywisdom.libsyn.com",
    "https://retire.johnsonbrunetti.com/l/398532/2022-07-28/bdp5ck",
    "https://retire.johnsonbrunetti.com/l/398532/2024-03-25/brl1q1",
    "https://retire.johnsonbrunetti.com/l/398532/2025-06-17/btkrtx",
    "https://retire.johnsonbrunetti.com/mymoneymapreview",
    "https://retire.johnsonbrunetti.com/nbc-retire-wiser-jb",
    "https://retire.johnsonbrunetti.com/tvadsocialsecurity",
    "https://retire.johnsonbrunetti.com/wtnhfreeguide",
    "https://rsvp.zkipster.com/_3krzw",
    "https://rsvp.zkipster.com/_4xpgz",
    "https://rsvp.zkipster.com/_97nr9",
    "https://rsvp.zkipster.com/_dzo9v",
    "https://rsvp.zkipster.com/_r55zk",
    "https://rsvp.zkipster.com/_xk097",
    "https://tiktok.com/@johnsonbrunetti?_r=1&_t=ZT-93tLvrJBzo5",
    "https://wfsb.com/lifestyle/money",
    "https://wfsb.com/page/better-money-free-copy-request",
    "https://wfsb.com/page/better-money-questions",
    "https://youtube.com/@johnsonbrunetti?si=X1dbCqbah5QAR5XO"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171168",
  "city_as_filed": "WETHERSFIELD",
  "url": "https://advisorcensus.com/firm/johnson-brunetti-wethersfield-ct-171168",
  "display_name": "Johnson Brunetti",
  "summary": "Johnson Brunetti is an SEC-registered investment advisory firm in Wethersfield, CT, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 25, 2026.",
  "citation": "AdvisorCensus. Johnson Brunetti (CRD 171168): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Johnson Brunetti compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Johnson Brunetti reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Johnson Brunetti located?",
      "a": "Johnson Brunetti's principal office is in Wethersfield, CT, according to its Form ADV; the March 2026 filing also lists 9 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Johnson Brunetti registered with the SEC or a state?",
      "a": "Johnson Brunetti is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171168."
    },
    {
      "q": "How much does Johnson Brunetti manage?",
      "a": "Johnson Brunetti reports $2,784,487,616 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Johnson Brunetti's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Johnson Brunetti: Regulatory assets under management: $896,665,754 in the October 2021 data and $2,784,487,616 in the October 2026 data, up 211%. Total employees: 37 in October 2021 and 64 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Johnson Brunetti serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5,314); high net worth individuals (724); corporations or other businesses not listed above (6)."
    },
    {
      "q": "Which custodians does Johnson Brunetti use?",
      "a": "Johnson Brunetti's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Johnson Brunetti report any disciplinary disclosures?",
      "a": "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/171168"
    },
    {
      "q": "Does Johnson Brunetti state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 25, 2026 says: \"There are no minimum investment amounts or conditions required for establishing an account managed by JB Capital.\""
    },
    {
      "q": "What changed in Johnson Brunetti's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 31 to 36. Regulatory assets under management went from $2,105,849,981 to $2,784,487,616 (+32%). Changed its office addresses in Cheshire, CT. No longer lists an office in Atlanta, GA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 896665754.0,
      "total_employees": 37,
      "filing_date": "2021-08-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1113437687.0,
      "total_employees": 45,
      "filing_date": "2022-08-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1183289377.0,
      "total_employees": 41,
      "filing_date": "2023-05-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1583258881.0,
      "total_employees": 50,
      "filing_date": "2024-04-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2105849981.0,
      "total_employees": 57,
      "filing_date": "2025-06-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2784487616.0,
      "total_employees": 64,
      "filing_date": "2026-02-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 31 to 36.",
        "Regulatory assets under management went from $2,105,849,981 to $2,784,487,616 (+32%).",
        "Changed its office addresses in Cheshire, CT.",
        "No longer lists an office in Atlanta, GA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 25, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There are no minimum investment amounts or conditions required for establishing an account managed by JB Capital."
        ]
      }
    ],
    "quotes": [
      "There are no minimum investment amounts or conditions required for establishing an account managed by JB Capital."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/johnson-brunetti-wethersfield-ct-171168.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 5314,
      "fewer_than_5": false,
      "raum": 1537178459.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 724,
      "fewer_than_5": false,
      "raum": 1243884372.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 3424785.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171168",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}