⌕
Firm profile

Johnson Investment Counsel, Inc..

CINCINNATI, OHCRD 117054Latest ADV May 19, 2026

Johnson Investment Counsel, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated April 9, 2026, reports $23.0B in regulatory assets under management, 164 employees, 5 offices, and 18,154 accounts.

Assets Under Management
$23.0B
Employees
164
Offices
5 offices
Total Clients
5,470
Primary office
CINCINNATI, OH
3777 WEST FORK ROAD, CINCINNATI, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOJason O. Jackman
CCOScott J. Bischoff
COORyan Easter

Advisory services offered

6 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Source verified May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 54.8% of total clients.
Top client categories% of clientsClients
1
HNWI
54.8%
2,995
2
Individuals
41.2%
2,256
3
Charitable
1.8%
99
4
Corporations
1.0%
55
5
Pension Plans
1.0%
53
Additional categories (<0.1%)
Investment Cos.<5 clients
BDCs<5 clients
Insurance Cos.<5 clients
Categories with <5 clients
Insurance companies<5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$23.0Bas of May 19, 2026
Discretionary99.0%
$22.8B
99% of total RAUM99.0%
Non-discretionary1.0%
$221M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$23.0B
Total Accounts18,154
10Y AUM Change+$13.9B (+152.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees164
Clients per Employee33:1
10Y Employee Change+55 (+50.5%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.