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Johnson Investment Counsel is an independent and employee-owned investment management firm, founded in 1965. They provide comprehensive wealth management services to individuals, families, and institutions, including financial planning, investment management, and trust services. Their approach emphasizes a disciplined investment philosophy, personalized service, and a commitment to acting in their clients' best interests. The firm manages significant assets and is known for its experienced professionals and strong regional presence.
The headquarters serves as the central hub for Johnson Investment Counsel's operations, including executive leadership, core investment strategy development, client relationship management, compliance, and administrative functions.
The Cincinnati headquarters is a modern, professional office space designed to facilitate collaboration among teams and provide a welcoming environment for clients. It likely features advanced technology infrastructure for market analysis and secure client data management.
The work culture at Johnson Investment Counsel's headquarters is characterized by professionalism, collaboration, a strong ethical compass, and a client-first mentality. Employees are typically experienced, dedicated, and focused on delivering high-quality financial advice and investment outcomes.
As the original and primary office, the Cincinnati headquarters is significant as the foundation of the firm's growth, embodying its history, values, and commitment to the community it has served for decades.
Johnson Investment Counsel primarily operates within the United States, with a strong network of offices concentrated in the Midwest and Florida. While they do not maintain physical international offices, they may serve U.S. expatriates or international clients with U.S.-based assets through their domestic operations, adhering to relevant cross-border regulations. Their global perspective is mainly channeled through their investment strategies, which often include global asset allocation.
3777 West Fork Road
Cincinnati
Ohio
United States
Address: 445 Hutchinson Avenue, Suite 600, Columbus, OH 43235
To serve the growing client base in and around the state capital, offering localized expertise and convenient access for individuals, families, and institutions in the Columbus metropolitan area.
Address: 600 Superior Avenue East, Suite 1300, Cleveland, OH 44114
To cater to the financial needs of clients in the Greater Cleveland area, leveraging regional economic insights and providing accessible, personalized financial counsel.
Address: 11 West Monument Avenue, Suite 504, Dayton, OH 45402
To provide dedicated financial advisory services to the Dayton community, supporting local clients in achieving their financial goals.
Address: 39555 Orchard Hill Place, Suite 335, Novi, MI 48375
To establish a strong presence in Michigan, offering personalized investment strategies and financial planning to a diverse clientele in the region.
Address: 8888 Keystone Crossing, Suite 740, Indianapolis, IN 46240
To serve the Indianapolis market and surrounding areas, bringing the firm's established investment philosophy and client-centric approach to Indiana residents and institutions.
Address: 300 Fifth Avenue South, Suite 304, Naples, FL 34102
To cater to the specific financial needs of residents and seasonal visitors in the Naples area, providing expertise in estate planning, investment management, and retirement solutions.
Address: 822 A1A North, Suite 303, Ponte Vedra Beach, FL 32082
Expanding presence in Florida to meet the demand for sophisticated wealth management in a growing economic region, focusing on personalized financial strategies for individuals and families.
Address: 53 N Duke Street, Suite 303, Lancaster, PA 17602
To offer localized wealth management expertise and support to individuals, families, and businesses within the Lancaster community and surrounding region.
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As of April 2025, Johnson Investment Counsel' leadership includes:
Johnson Investment Counsel has been backed by several prominent investors over the years, including:
No major publicly announced executive hires or departures at the highest C-suite level (CEO, CIO, CFO, COO) were found for Johnson Investment Counsel in the last 12 months. The senior leadership team appears stable. Minor senior-level role adjustments or promotions within divisions may occur but are not always broadly publicized.
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Johnson Investment Counsel commonly uses the email format of the first initial followed by the last name. Other formats might exist but this is the most frequently observed.
[first_initial][lastname]@johnsoninv.com
Format
jdoe@johnsoninv.com
Example
90%
Success rate
johnsoninv.com (Press Release) • June 6, 2023
Johnson Investment Counsel announced the opening of its new office in Ponte Vedra Beach, Florida, marking its second location in the state and ninth office overall. This expansion aims to better serve clients in Northeast Florida....more
Citywire RIA • March 28, 2023
Johnson Investment Counsel was recognized by Citywire RIA as one of the 50 fastest-growing registered investment advisory firms in the United States for 2023, highlighting its significant growth in assets under management and client base....more
johnsoninv.com (Insights) • October 26, 2023
Johnson Investment Counsel published its fourth-quarter market outlook, providing insights on economic trends, market performance, and investment strategy considerations for clients....more
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