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Johnson Family Office Services

Multifamily office listing in Cincinnati, Ohio, United States.

  • SEC-registered
  • Founded 1965
Regulatory AUM
$23.0 billion
Employees
164
Clients
More than 500
Founded
1965

Independent, employee-owned wealth management firm serving individuals, families, businesses, institutions, and nonprofits across all 50 states, and reports more than $23 billion in assets as of June 30, 2026.1

Overview

Johnson Investment Counsel provides wealth management and investment services through an independent, 100% employee-owned structure. The firm reports serving clients nationwide and reports more than $23 billion in assets as of June 30, 2026.1

History

Tim Johnson founded the firm in 1965 after beginning his career as a finance professor. He built Johnson Investment Counsel around personal, practical financial guidance.2 The firm later became 100% employee-owned as part of its commitment to independence.3

Timeline

  1. 1965Tim Johnson founded the firm in 1965 after beginning his career as a finance professor.
  2. 2026The firm reports serving clients nationwide and reports more than $23 billion in assets as of June 30, 2026.

Leadership

Jason O. Jackman, CFA, serves as Chief Executive Officer and Principal. The firm named him successor to founder Tim Johnson in 2013.4

Charles E. Rinehart, CFA, CAIA, is Chief Investment Officer and Principal.5

Jason M. Farler, CFA, is Senior Managing Director of Johnson Family Office Services and a Principal.6

Services

For individuals and families, Johnson Investment Counsel offers investment management, retirement and cash flow planning, income tax planning, estate planning and trust services, charitable planning, and asset protection and insurance.7

Johnson Family Office Services is part of the firm’s offering, alongside Johnson Trust Company services focused on estate planning and wealth transfer needs.8

Business services include corporate retirement plans, business transition planning, and guidance for employee stock ownership plan clients.9

For institutional and nonprofit clients, services include investment policy consultation, fixed income asset management, equity asset management, asset allocation, and customized solutions through Johnson Asset Management.10

What the firm offers

  • Investment management
  • Tax planning
  • Estate planning
  • Trust and fiduciary
  • Philanthropy
  • Risk and insurance
  • Retirement planning

Client Focus

The firm works with individuals and families, business owners, corporate retirement plans, institutions, and nonprofit organizations. Its nationwide service footprint covers clients in all 50 states.1

Approach

Johnson Investment Counsel describes its approach as team-based. The firm says it first seeks to understand each client’s goals, expectations, and circumstances, then develops tailored solutions around that understanding.11

Assets and Registration

The firm reports more than $23 billion in assets as of June 30, 2026.1 The SEC lists JOHNSON INVESTMENT COUNSEL, INC. under CRD 117054 as an SEC-registered investment adviser, with registration approved effective November 20, 2001.12

By the numbers

Regulatory AUM by year$0K$6.3B$12.6B$19.0B$25.3B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 117054. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$8.3 billion$8.3 billion$0
2017$9.1 billion$9.1 billion$0
2018$10.4 billion$10.4 billion$0
2019$10.7 billion$10.7 billion$0
2020$13.1 billion$12.9 billion$187 million
2021$15.5 billion$15.3 billion$218 million
2022$18.8 billion$18.5 billion$236 million
2023$16.3 billion$16.1 billion$184 million
2025$20.9 billion$20.6 billion$255 million
2026$23.0 billion$22.8 billion$221 million
Average AUM per client by year$0K$1M$2M$4M$5M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 117054. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$3 million
2019$3 million
2020$4 million
2021$4 million
2022$4 million
2023$3 million
2025$4 million
2026$4 million
Clients by type (2026)High net worth individuals2,995Individuals2,256Charities99Corporations55Pension plans53Government entities5Other advisers3Investment companies2Business development companies1Insurance companies1
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 117054. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals2,256
High net worth individuals2,995
Investment companies2
Business development companies1
Pension plans53
Charities99
Government entities5
Other advisers3
Insurance companies1
Corporations55
Employees by year045901351802016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 117054. As of .
Employees reported on Form ADV
YearEmployees
2016109
2017109
2018116
2019116
2020136
2021140
2022125
2023131
2025157
2026164

Ranks #1 of 7 SEC-registered firms in OH on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 117054. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

When was Johnson Investment Counsel founded?

Tim Johnson founded Johnson Investment Counsel in 1965.2

What services does Johnson Investment Counsel provide?

Services include investment management, planning for retirement and cash flow, tax and estate planning, trust services, charitable planning, insurance and asset protection, family office services, business transition planning, retirement plans, and institutional investment management.7

Who leads Johnson Investment Counsel?

Jason O. Jackman, CFA, is Chief Executive Officer and Principal; Charles E. Rinehart, CFA, CAIA, is Chief Investment Officer and Principal; and Jason M. Farler, CFA, is Senior Managing Director of Johnson Family Office Services and a Principal.456

  • LocationMultifamily offices in Ohio

    The Multifamily offices in OH page offers an Ohio-focused starting point for comparing firms that serve affluent families, business owners, and institutions. For someone considering Johnson Investment Counsel, it adds regional context while you assess investment management, tax, estate, trust, and philanthropic needs across a national client base.

  • Network siteEstatePlanner.com

    EstatePlanner.com provides practical guides on wills, trusts, and related estate decisions. A family or business owner can use these materials to prepare questions about estate planning, fiduciary arrangements, tax considerations, and how investment management may fit with long-term wealth transfer goals.

  • Network siteFamilyOffices.com

    FamilyOffices.com offers resources and a community for single family offices and wealthy families. Its articles and discussions can help readers compare family office structures, clarify which services they may need, and consider how investment management, philanthropy, retirement planning, and risk planning fit their situation.

  • GuideMultifamily office fees

    The Multifamily office fees page explains common pricing considerations when evaluating this type of adviser. Business owners and families can use it to organize questions about investment management charges, planning fees, fiduciary services, and the scope of work included before comparing proposals.

  • Similar firmsTrust Company Family Offices
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    Harvest Financial Advisors

    Profiles of Trust Company Family Offices, Fairway Wealth Management, and Harvest Financial Advisors provide additional points of comparison on MultifamilyOffices.com. Reviewing their stated services and client focus can help a family or business owner identify questions about investment management, planning, trusts, retirement, insurance, and philanthropy.

Sources

  1. Johnson Investment Counsel, Our Story
  2. Johnson Investment Counsel, Our Story
  3. Johnson Investment Counsel, Our Story
  4. Johnson Investment Counsel, Management Team
  5. Johnson Investment Counsel, Management Team
  6. Johnson Investment Counsel, Management Team
  7. Johnson Investment Counsel
  8. Johnson Investment Counsel
  9. Johnson Investment Counsel
  10. Johnson Investment Counsel
  11. Johnson Investment Counsel
  12. SEC Investment Adviser Public Disclosure, Johnson Investment Counsel, Inc.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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