|
⚲
|
| Keyboard |
| Tom Johnson Investment Management LLC
✚
|
|
|---|---|
| CRD # | 104511 |
| SEC # | 801-42549 |
| CIK # | 0001444127 |
| AUM | 1,632.6 M (2026-04-28) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 4,104 | 0.6 |
| (b) Individuals (high net worth individuals) | 1,333 | 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 | 27 | 0.0 |
| (h) Charitable organizations | 47 | 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 | 120 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,631 | 1.6 |
| By Discretionary | ||
| Discretionary | 5,631 | 1.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,631 | 1.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.6 | |
| Total | 5,631 | 1.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Clients | 5,631 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Quattro Financial Advisors LLC
✚
|
TX | 1,655.2 M |
|
The Hoerner Planning Group LLC
✚
|
VA | 1,652.8 M |
|
Martin & Company Inc
✚
|
TN | 1,650.5 M |
|
Pathway Financial Advisors LLC
✚
|
VT | 1,649.2 M |
|
Penobscot Investment Management Company Inc
✚
|
MA | 1,635.0 M |
|
Wealhouse Capital Limited Partnership
✚
|
1,628.0 M | |
|
Trivium Point Advisory LLC
✚
|
CT | 1,627.2 M |
|
L Roy PAPP & Associates LLP
✚
|
AZ | 1,621.8 M |
|
Islandbridge Capital Limited
✚
|
1,617.4 M | |
|
Global Strategic Investment Solutions LLC
✚
|
AZ | 1,609.5 M |