# Johnson Brunetti

> 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.

- CRD: 171168
- Filed as: JOHNSON BRUNETTI
- Legal name: JB Capital LLC
- Also doing business as: ALERA GROUP WEALTH SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wethersfield, CT
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171168
- AdvisorCensus page: https://advisorcensus.com/firm/johnson-brunetti-wethersfield-ct-171168

## Quick answers

**How is Johnson Brunetti compensated?**
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.

**Where is Johnson Brunetti located?**
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).

**Is Johnson Brunetti registered with the SEC or a state?**
Johnson Brunetti is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171168.

**How much does Johnson Brunetti manage?**
Johnson Brunetti reports $2,784,487,616 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have Johnson Brunetti's assets and staff changed since 2021?**
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.

**What types of clients does Johnson Brunetti serve?**
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).

**Which custodians does Johnson Brunetti use?**
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.

**Does Johnson Brunetti 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/171168

**Does Johnson Brunetti state an account minimum?**
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."

**What changed in Johnson Brunetti's recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Account minimum: None

> There are no minimum investment amounts or conditions required for establishing an account managed by JB Capital.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $2,784,487,616
- Discretionary: $2,784,487,616
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5,314 | $1,537,178,459 |
| High net worth individuals | 724 | $1,243,884,372 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $3,424,785 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 64 total, 36 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Avon, CT
- Cheshire, CT
- Franklin, MA
- Milford, CT
- Needham, MA
- Newtown, CT
- Norwell, MA
- Old Saybrook, CT
- Woburn, MA

### Websites listed on Form ADV (Item 1.I)
- aleragroup.com
- bettermoneyboston.com
- edge.financialseminarservices.com/Rsvp/Seminar/K98T
- johnsonbrunetti.com
- johnsonbrunetti.com/about-us/ambassador-program
- johnsonbrunetti.com/financial-resources
- johnsonbrunetti.com/financial-workshops-fb
- johnsonbrunetti.com/request-a-visit
- listentojoel.com
- moneywisdom.libsyn.com
- retire.johnsonbrunetti.com/l/398532/2022-07-28/bdp5ck
- retire.johnsonbrunetti.com/l/398532/2024-03-25/brl1q1
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- wfsb.com/lifestyle/money
- wfsb.com/page/better-money-free-copy-request
- wfsb.com/page/better-money-questions
- Facebook @johnsonbrunetti
- Instagram @johnsonbrunetti
- LinkedIn @johnson-brunetti-investments
- TikTok @johnsonbrunetti
- YouTube @johnsonbrunetti

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $896,665,754 | 37 | August 20, 2021 |
| October 2022 | $1,113,437,687 | 45 | August 18, 2022 |
| October 2023 | $1,183,289,377 | 41 | May 30, 2023 |
| October 2024 | $1,583,258,881 | 50 | April 15, 2024 |
| October 2025 | $2,105,849,981 | 57 | June 2, 2025 |
| October 2026 | $2,784,487,616 | 64 | February 25, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Johnson Brunetti (CRD 171168): Form ADV filing data as of October 2026.