OKLAHOMA CITY, OKCRD 104511Latest ADV April 28, 2026
Tom Johnson Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oklahoma City, OK. Its latest Form ADV filing, dated April 28, 2026, reports $1.6B in regulatory assets under management, 11 employee, and 5,631 accounts.
Assets Under Management
$1.6B
Employees
11
Offices
--
Total Clients
5,631
Primary office
OKLAHOMA CITY, OK
201 ROBERT S. KERR, SUITE 510, OKLAHOMA CITY, OK, United States
Top client segmentIndividuals represent 72.9% of total clients.
Top client categories% of clientsClients
1
Individuals
72.9%
4,104
2
HNWI
23.7%
1,333
3
Corporations
2.1%
120
4
Charitable
0.8%
47
5
Pension Plans
0.5%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of April 28, 2026
Discretionary100.0%
$1.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.6B
Total Accounts5,631
10Y AUM Change+$571M (+53.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee512:1
10Y Employee Change-1 (-8.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.