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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Willis Johnson & Associates Inc
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| CRD # | 119759 |
| SEC # | 801-66191 |
| CIK # | 0001853239 |
| AUM | $1.4 B (2025-03-27) |
| Employees | 36 (44% Investors, 0% Brokers) |
| Phone | 713-439-1200 |
| Address | 5847 San Felipe Houston, TX 77057 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Royal Dutch Shell PLC | 20.0 | ||
| Apple Inc | 10.8 | ||
| BP PLC | 9.8 | ||
| Exxon Mobil Corp | 8.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 449 | 918.5 |
| (b) Individuals (high net worth individuals) | 67 | 494.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,377 | 1,420.0 |
| By Discretionary | ||
| Discretionary | 2,183 | 1,322.4 |
| Non-Discretionary | 194 | 97.6 |
| Total | 2,377 | 1,420.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 1,418.4 | |
| Total | 2,377 | 1,420.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001853239] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ARS Wealth Advisors Group LLC
✚
|
FL | 1.5 |
|
LGT Wealth Management US Limited
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|
1.4 | |
|
Kimelman & Baird LLC
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NY | 1.4 |
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Telos Capital Management Inc
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CA | 1.4 |
|
Sheaff Brock Investment Advisors LLC
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IN | 1.4 |
|
Bloom Advisors Inc
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MI | 1.4 |
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Ally Invest Advisors Inc
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NC | 1.4 |
|
Romano Brothers and Company
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IL | 1.4 |
|
The Nemes Rush Group LLC
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MI | 1.4 |
|
Mill Capital Management LLC
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NC | 1.4 |