{
  "crd_number": 117054,
  "slug": "johnson-investment-counsel-inc-cincinnati-oh-117054",
  "primary_business_name": "JOHNSON INVESTMENT COUNSEL, INC.",
  "legal_name": "JOHNSON INVESTMENT COUNSEL, INC.",
  "dbas": [],
  "city": "Cincinnati",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2001-11-20",
  "years_registered": 24,
  "period": "2026-10-01",
  "filing_date": "2026-05-19",
  "carried_forward": false,
  "raum_total": 22984966859.0,
  "raum_discretionary": 22764232258.0,
  "raum_non_discretionary": 220734601.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 164,
  "advisory_employees": 76,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1265104058.0,
      "count": 99
    },
    "individuals": {
      "raum": 558513640.0,
      "count": 2256
    },
    "state_municipal": {
      "raum": 388338014.0,
      "count": 5
    },
    "insurance_companies": {
      "raum": 6233.0,
      "count": 1,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 3784552204.0,
      "count": 2
    },
    "pension_profit_sharing": {
      "raum": 786634375.0,
      "count": 53
    },
    "other_investment_advisers": {
      "raum": 18112739.0,
      "count": 3,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 14757201155.0,
      "count": 2995
    },
    "corporations_other_businesses": {
      "raum": 1426244083.0,
      "count": 55
    },
    "business_development_companies": {
      "raum": 260358.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/JOHNSONINV",
    "https://instagram.com/JOHNSONINVESTMENTCOUNSEL",
    "https://johnsonasset.com",
    "https://johnsoninv.com",
    "https://johnsonmutualfunds.com",
    "https://linkedin.com/company/johnson-investment-counsel",
    "https://youtube.com/@johnsoninvestmentcounsel"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117054",
  "city_as_filed": "CINCINNATI",
  "url": "https://advisorcensus.com/firm/johnson-investment-counsel-inc-cincinnati-oh-117054",
  "display_name": "Johnson Investment Counsel, Inc.",
  "summary": "Johnson Investment Counsel, Inc. is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2001, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 19, 2026.",
  "citation": "AdvisorCensus. Johnson Investment Counsel, Inc. (CRD 117054): 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)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Johnson Investment Counsel, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Johnson Investment Counsel, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Johnson Investment Counsel, Inc. located?",
      "a": "Johnson Investment Counsel, Inc.'s principal office is in Cincinnati, OH, according to its Form ADV; the June 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Johnson Investment Counsel, Inc. registered with the SEC or a state?",
      "a": "Johnson Investment Counsel, Inc. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 117054."
    },
    {
      "q": "How much does Johnson Investment Counsel, Inc. manage?",
      "a": "Johnson Investment Counsel, Inc. reports $22,984,966,859 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (99% discretionary)."
    },
    {
      "q": "How have Johnson Investment Counsel, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Johnson Investment Counsel, Inc.: Regulatory assets under management: $15,525,433,495 in the October 2021 data and $22,984,966,859 in the October 2026 data, up 48%. Total employees: 140 in October 2021 and 164 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Johnson Investment Counsel, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (2,995); individuals (other than high net worth individuals) (2,256); charitable organizations (99)."
    },
    {
      "q": "Which custodians does Johnson Investment Counsel, Inc. use?",
      "a": "Johnson Investment Counsel, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and US Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Johnson Investment Counsel, Inc. 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/117054"
    },
    {
      "q": "What changed in Johnson Investment Counsel, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 73 to 76. Regulatory assets under management went from $20,872,135,890 to $22,984,966,859 (+10%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 15525433495.0,
      "total_employees": 140,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 18763707876.0,
      "total_employees": 125,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 16313911333.0,
      "total_employees": 131,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 18609057968.0,
      "total_employees": 151,
      "filing_date": "2024-09-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 20872135890.0,
      "total_employees": 157,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 22984966859.0,
      "total_employees": 164,
      "filing_date": "2026-05-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 73 to 76.",
        "Regulatory assets under management went from $20,872,135,890 to $22,984,966,859 (+10%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "US Bank",
      "name_as_filed": "US BANK",
      "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-investment-counsel-inc-cincinnati-oh-117054.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2256,
      "fewer_than_5": false,
      "raum": 558513640.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2995,
      "fewer_than_5": false,
      "raum": 14757201155.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 3784552204.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 260358.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 53,
      "fewer_than_5": false,
      "raum": 786634375.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 99,
      "fewer_than_5": false,
      "raum": 1265104058.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 388338014.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 3,
      "fewer_than_5": true,
      "raum": 18112739.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": true,
      "raum": 6233.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 55,
      "fewer_than_5": false,
      "raum": 1426244083.0
    }
  ],
  "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/117054",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}