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TOM JOHNSON INVESTMENT MANAGEMENT, LLC
CRD 104511 · SEC 801-42549
201 ROBERT S. KERR, SUITE 510, OKLAHOMA CITY, OK, 73102-4202, United States
Phone
405-236-2111
Fax
405-236-2008
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.63B
Discretionary AUM
$1.63B
Team
11 total employees; 6 advisory reps; 5631 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4104 | $612.8M |
| High net worth individuals | 1333 | $852.0M |
| Pension/profit sharing plans | 27 | $18.0M |
| Charitable organizations | 47 | $89.0M |
| Corporations/business entities | 120 | $60.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD