Wealth Manager
    SEC Registered
    Manages Private Funds

    Tom Johnson Investment Management, LLC

    Registered investment advisor · Oklahoma City, Oklahoma · CRD #104511

    Assets Under Management
    $1.6B
    Client Accounts
    5,631
    Employees
    11
    CRD Number
    104511
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc., Pershing Advisor Solutions Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Tom Johnson Investment Management, LLC

    Tom Johnson Investment Management, LLC, founded in 1983, offers personalized investment advisory services with a conservative approach focused on diversification and liquidity. They manage separately tailored accounts and emphasize fundamental research and client-specific asset allocation.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Tom Johnson Investment Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Tom Johnson Investment Management, LLC's AUM?

    Tom Johnson Investment Management, LLC reports approximately $1.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Tom Johnson Investment Management, LLC headquartered?

    Tom Johnson Investment Management, LLC is headquartered in Oklahoma City, Oklahoma.

    What is Tom Johnson Investment Management, LLC's CRD number?

    Tom Johnson Investment Management, LLC's CRD number is 104511. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Tom Johnson Investment Management, LLC manage?

    Tom Johnson Investment Management, LLC manages approximately 5,631 client accounts according to its latest SEC filing.

    Is Tom Johnson Investment Management, LLC SEC registered?

    Yes, Tom Johnson Investment Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Oklahoma

    Exchange Traded Concepts, LLC
    Oklahoma City, OK · $23B AUM
    Cavanal Hill Investment Management, Inc.
    Tulsa, OK · $15.2B AUM
    Capital Advisors, Inc.
    Tulsa, OK · $7.4B AUM
    Exencial Wealth Advisors
    Oklahoma City, OK · $6B AUM
    Ce Investment Management, LLC
    Oklahoma City, OK · $5.9B AUM
    Caption Management, LLC
    Oklahoma City, OK · $3.4B AUM
    See all top RIA firms in Oklahoma →

    Research firms like Tom Johnson Investment Management, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial