# Johnson Investment Partners, LLC

> Johnson Investment Partners, LLC is a state-registered investment advisory firm, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 142161
- Filed as: JOHNSON INVESTMENT PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142161
- AdvisorCensus page: https://advisorcensus.com/firm/johnson-investment-partners-llc-142161

## Quick answers

**How is Johnson Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Johnson Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Johnson Investment Partners, LLC registered with the SEC or a state?**
Johnson Investment Partners, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 142161.

**How much does Johnson Investment Partners, LLC manage?**
Johnson Investment Partners, LLC reports $6,915,896 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Johnson Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (39).

**Does Johnson Investment Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142161

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $6,915,896
- Discretionary: $6,915,896
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 39 | $6,915,896 |

### 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
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Johnson Investment Partners, LLC (CRD 142161): Form ADV filing data as of October 2026.