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| Johnson Financial Group LLC
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|---|---|
| CRD # | 125101 |
| SEC # | 801-79223 |
| CIK # | 0001477024, 0001706327 |
| AUM | 4,529.1 M (2026-05-04) |
| Employees | 62 (56% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 720-475-1195 |
| Address | 1144 Fifteenth Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Mon, 31 Aug 2026 | 3,095 Shares in Costco Wholesale Corporation $COST Bought by Johnson Financial Group Inc. — MarketBeat |
| Mon, 24 Aug 2026 | Johnson Financial Group’s Jim Popp to speak at Cap Times Power Hour — The Capital Times |
| Mon, 24 Aug 2026 | Johnson Financial Group plans branch in Town of Brookfield — biztimes.com |
| Wed, 29 Jul 2026 | Johnson Financial Group Number of Employees 2026 | Employee Count & Headcount Data — reveliolabs.com |
| Thu, 02 Apr 2026 | Johnson Financial Group Names Next President of Johnson Bank Wisconsin — Kenosha.com |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Apple Inc | 0.1 | |
| Johnson Outdoors Inc | 0.0 | |
| Microsoft Corp | 0.0 | |
| Nvidia Corp | 0.0 | |
| Alphabet Inc | 0.0 | |
| Johnson & Johnson | 0.0 | |
| Facebook Inc | 0.0 | |
| Amazon Com Inc | 0.0 | |
| Altria Group Inc | 0.0 | |
| Lam Research Corp | 0.0 |
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | JFG Fund LLC | 2022-03-22 | 5.4 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 0.0 |
| (b) Individuals (high net worth individuals) | 154 | 4.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,745 | 4.5 |
| By Discretionary | ||
| Discretionary | 1,247 | 2.5 |
| Non-Discretionary | 498 | 2.1 |
| Total | 1,745 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.5 | |
| Total | 1,745 | 4.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001477024] | |
| 13F-HR | [0001706327] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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