# Johnson Investment Counsel, Inc.

> 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.

- CRD: 117054
- Filed as: JOHNSON INVESTMENT COUNSEL, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117054
- AdvisorCensus page: https://advisorcensus.com/firm/johnson-investment-counsel-inc-cincinnati-oh-117054

## Quick answers

**How is Johnson Investment Counsel, Inc. compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Johnson Investment Counsel, Inc. located?**
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).

**Is Johnson Investment Counsel, Inc. registered with the SEC or a state?**
Johnson Investment Counsel, Inc. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 117054.

**How much does Johnson Investment Counsel, Inc. manage?**
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).

**How have Johnson Investment Counsel, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Johnson Investment Counsel, Inc. serve?**
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).

**Which custodians does Johnson Investment Counsel, Inc. use?**
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.

**Does Johnson Investment Counsel, Inc. 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/117054

**What changed in Johnson Investment Counsel, Inc.'s recent Form ADV filings?**
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).

## From the Form ADV filing

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

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

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: $22,984,966,859
- Discretionary: $22,764,232,258
- Non-discretionary: $220,734,601

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,256 | $558,513,640 |
| High net worth individuals | 2,995 | $14,757,201,155 |
| Investment companies | 2 | $3,784,552,204 |
| Business development companies | 1 | $260,358 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 53 | $786,634,375 |
| Charitable organizations | 99 | $1,265,104,058 |
| State or municipal government entities (including government pension plans) | 5 | $388,338,014 |
| Other investment advisers | 3 | $18,112,739 |
| Insurance companies | 1 | $6,233 |
| Corporations or other businesses not listed above | 55 | $1,426,244,083 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2001 (24 years)
- Employees: 164 total, 76 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Cincinnati, OH
- Cleveland, OH
- Columbus, OH
- Dayton, OH
- Detroit, MI

### Websites listed on Form ADV (Item 1.I)
- johnsonasset.com
- johnsoninv.com
- johnsonmutualfunds.com
- Facebook @JOHNSONINV
- Instagram @JOHNSONINVESTMENTCOUNSEL
- LinkedIn @johnson-investment-counsel
- YouTube @johnsoninvestmentcounsel

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $15,525,433,495 | 140 | March 24, 2021 |
| October 2022 | $18,763,707,876 | 125 | March 25, 2022 |
| October 2023 | $16,313,911,333 | 131 | March 29, 2023 |
| October 2024 | $18,609,057,968 | 151 | September 20, 2024 |
| October 2025 | $20,872,135,890 | 157 | March 28, 2025 |
| October 2026 | $22,984,966,859 | 164 | May 19, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Johnson Investment Counsel, Inc. (CRD 117054): Form ADV filing data as of October 2026.