Johnson & Shute Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bothell, WA. Its latest Form ADV filing, dated February 17, 2026, reports $137M in regulatory assets under management, 2 employees, and 74 accounts.
Assets Under Management
$137M
Employees
2
Offices
--
Total Clients
74
Primary office
BOTHELL, WA
19125 NORTH CREEK PARKWAY, SUITE 120, BOTHELL, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.2% of total clients.
Top client categories% of clientsClients
1
HNWI
62.2%
46
2
Individuals
36.5%
27
3
Pension Plans
1.4%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$137Mas of February 17, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$137M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$137M
Total Accounts74
10Y AUM Change+$22M (+19.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee37:1
10Y Employee Change0 (0.0%)
* 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.