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| Happy Holidays!! thanks for using AUM13F!! |
| Tom Johnson Investment Management LLC
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| CRD # | 104511 |
| SEC # | 801-42549 |
| CIK # | 0001444127 |
| AUM | $1.6 B (2025-03-24) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 405-236-2111 |
| Address | 201 Robert S Kerr, Suite 510 Oklahoma City, OK 73102-4202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,198 | 0.6 |
| (b) Individuals (high net worth individuals) | 1,497 | 0.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 39 | 0.0 |
| (h) Charitable organizations | 49 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 88 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,871 | 1.6 |
| By Discretionary | ||
| Discretionary | 5,871 | 1.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,871 | 1.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.6 | |
| Total | 5,871 | 1.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cahaba Wealth Management Inc
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|
GA | 1.6 |
|
Mosaic Family Wealth Partners LLC
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|
MO | 1.6 |
|
Aveo Capital Partners LLC
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|
CO | 1.6 |
|
Althum Advisors LLC
✚
|
FL | 1.6 |
|
Linden Thomas Advisory Services LLC
✚
|
NC | 1.6 |
|
GFI Investment Counsel Ltd
✚
|
1.6 | |
|
PFG Investments LLC
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|
NY | 1.6 |
|
Keebeck Partners LLC
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|
IL | 1.6 |
|
Ranger Investment Management LP
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|
TX | 1.6 |
|
Azzad Asset Management Inc
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|
VA | 1.6 |