Investment adviser · CRD 310839
JOHNSON BIXBY
Investment adviser filing (IA)
JOHNSON BIXBY & ASSOCIATES, LLC
VANCOUVER, WA, United States · Form ADV filed Mar 13, 2026
- Regulatory AUM
- $934M Form ADV · Item 5.F
- Client accounts
- 2,205 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 305 | $697,097,641 | 74.7% |
| Individuals | 471 | $234,966,501 | 25.2% |
| Charities | Fewer than 5 | $1,668,289 | 0.2% |
Filing source
Form ADV 2060420 · Mar 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
275 WEST THIRD STREET, SUITE 600VANCOUVER, WA, 98660, United States
CRD 310839
Filing source
Form ADV 2060420 · Mar 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.