Johnson Investment Counsel, Inc.

Johnson Investment Counsel, Inc. (CRD# 117054) is a financial advisory firm headquartered in Cincinnati, OH. They manage $8,347,405,000 in 8,650 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,347
    MILLION
  • Total Number of Accounts
    8,650
    ACCOUNTS
  • Average Account Value
    $965,018
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV

Financial Advisors at Johnson Investment Counsel, Inc.
Showing 1 - 10 of 34 top financial advisors.
1
Daniel A. Barnett
CRD#: 4891562
3777 West Fork Road, Cincinnati, OH 45247
96
Wealthminder
score

Daniel Barnett (CRD# 4891562) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Cincinnati, OH and has over 12 years of experience in the finance industry.

2
James L. Berendt
CRD#: 2295447
3777 West Fork Road, Cincinnati, OH 45247
96
Wealthminder
score

James Berendt (CRD# 2295447) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Cincinnati, OH and has over 25 years of experience in the finance industry.

3
Simon T. Buchman
CRD#: 5766028
3777 West Fork Road, Cincinnati, OH 45247
96
Wealthminder
score

Simon Buchman (CRD# 5766028) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Cincinnati, OH and has over 7 years of experience in the finance industry. Simon Buchman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Brian A. Butt
CRD#: 5378024
3777 West Fork Road, Cincinnati, OH 45247
96
Wealthminder
score

Brian Butt (CRD# 5378024) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Cincinnati, OH and has over 10 years of experience in the finance industry.

5
Dale H. Coates
CRD#: 2296581
3777 West Fork Road, Cincinnati, OH 45247
96
Wealthminder
score

Dale Coates (CRD# 2296581) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Cincinnati, OH and has over 25 years of experience in the finance industry.

6
Jeffrey P. Cornell
CRD#: 2619211
3777 West Fork Road, Cincinnati, OH 45247
96
Wealthminder
score

Jeffrey Cornell (CRD# 2619211) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Cincinnati, OH and has over 22 years of experience in the finance industry.

7
Jason M. Farler
CRD#: 4224912
3777 West Fork Road, Cincinnati, OH 45247
96
Wealthminder
score

Jason Farler (CRD# 4224912) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Cincinnati, OH and has over 11 years of experience in the finance industry.

8
Timothy C. Gehner
CRD#: 3044356
Johnson Investment Counsel, Inc., 3777 West Fork Road, Cincinnati, OH 45247
96
Wealthminder
score

Timothy Gehner (CRD# 3044356) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Cincinnati, OH and has over 19 years of experience in the finance industry.

9
Chad R. Maggard
CRD#: 5362004
400 North Main Street, Dayton, OH 45423
96
Wealthminder
score

Chad Maggard (CRD# 5362004) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Dayton, OH and has over 10 years of experience in the finance industry.

10
Jonathan D. McCann
CRD#: 2296558
Johnson Investment Counsel, Inc., 3777 West Fork Road, Cincinnati, OH 45247
96
Wealthminder
score

Jonathan McCann (CRD# 2296558) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Cincinnati, OH and has over 25 years of experience in the finance industry.

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