← Tributary

JOHNSON INVESTMENT COUNSEL, INC.

CINCINNATI, OH · CRD 117054 · IAPD ↗ · johnsoninv.com · 513-661-3100

$22.98BRegulatory AUM
76Advisory reps
164Employees
4Clients
More than 500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — JOHNSON INVESTMENT COUNSEL, INC. shrank from 79 to 73 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — JOHNSON INVESTMENT COUNSEL, INC. notice-filed in AR, DE, IA, ND, SD, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
October 2024 — JOHNSON INVESTMENT COUNSEL, INC. notice-filed in AK, HI, KS, MS, NV, RI, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — JOHNSON INVESTMENT COUNSEL, INC. notice-filed in AL, CT, ID, OK, UT, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
79
April 2024 — JOHNSON INVESTMENT COUNSEL, INC. grew from 70 to 79 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
March 2024 — JOHNSON INVESTMENT COUNSEL, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.