Firm profile

JOHNSON BIXBY

VANCOUVER, WACRD 310839Latest ADV March 13, 2026

Johnson Bixby is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vancouver, WA. Its latest Form ADV filing, dated March 13, 2026, reports $934M in regulatory assets under management, 15 employees, and 2,205 accounts.

Assets Under Management
$934M
Employees
15
Offices
--
Total Clients
777
Primary office
VANCOUVER, WA
275 WEST THIRD STREET, SUITE 600, VANCOUVER, WA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOHeidi M. Johnson Bixby
CFOCyndi Thompson

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 60.6% of total clients.
Top client categories% of clientsClients
1
Individuals
60.6%
471
2
HNWI
39.3%
305
3
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$934Mas of March 13, 2026
Discretionary100.0%
$934M
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.

Total AUM$934M
Total Accounts2,205
10Y AUM Change+$934M

Employee Growth by Quarter

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

Total Employees15
Clients per Employee52:1
10Y Employee Change+5 (+50.0%)

* 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.