# Johnson, Marshall, Lee

> Johnson, Marshall, Lee is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 163134
- Filed as: JOHNSON, MARSHALL, LEE
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/163134
- AdvisorCensus page: https://advisorcensus.com/firm/johnson-marshall-lee-163134

## Quick answers

**How is Johnson, Marshall, Lee compensated?**
On its Form ADV (Item 5.E, October 2026), Johnson, Marshall, Lee 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, Marshall, Lee registered with the SEC or a state?**
Johnson, Marshall, Lee is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 163134.

**How much does Johnson, Marshall, Lee manage?**
Johnson, Marshall, Lee reports $6,202 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (100% discretionary).

**What types of clients does Johnson, Marshall, Lee serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2).

**Does Johnson, Marshall, Lee 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/163134

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,202
- Discretionary: $6,202
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $6,202 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mjims.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Johnson, Marshall, Lee (CRD 163134): Form ADV filing data as of October 2026.