Overview
Assets Under Management: $1.6 billion
Headquarters: OKLAHOMA CITY, OK
High-Net-Worth Clients: 1,497
Average Client Assets: $569,519
Frequently Asked Questions
TOM JOHNSON INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104511), TOM JOHNSON INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TOM JOHNSON INVESTMENT MANAGEMENT, LLC is headquartered in OKLAHOMA CITY, OK.
TOM JOHNSON INVESTMENT MANAGEMENT, LLC serves 1,497 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓
According to their SEC Form ADV, TOM JOHNSON INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
TOM JOHNSON INVESTMENT MANAGEMENT, LLC manages $1.6 billion in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, TOM JOHNSON INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,497
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.34
Average High-Net-Worth Client Assets: $569,519
Total Client Accounts: 5,871
Discretionary Accounts: 5,871
Regulatory Filings
CRD Number: 104511
Filing ID: 1946362
Last Filing Date: 2025-03-24 14:26:00
Website: https://tjim.com