Investment adviser · CRD 117054

JOHNSON INVESTMENT COUNSEL, INC.

Investment adviser filing (IA)

CINCINNATI, OH, United States · Form ADV filed May 19, 2026

Regulatory AUM: $23B
Client accounts: 18,154
Employees: 164
Advisory professionals: 76

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	2,995	$14,757,201,155	64.2%
Investment companies	2	$3,784,552,204	16.5%
Corporations & businesses	55	$1,426,244,083	6.2%
Charities	99	$1,265,104,058	5.5%
Retirement plans	53	$786,634,375	3.4%
Individuals	2,256	$558,513,640	2.4%
Government entities	5	$388,338,014	1.7%
Other investment advisers	Fewer than 5	$18,112,739	0.1%
Business development companies	1	$260,358	0.0%
Insurance companies	Fewer than 5	$6,233	0.0%

Filing source

Form ADV 2106907 · May 19, 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 funds

The 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: May 19, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

3777 WEST FORK ROAD
CINCINNATI, OH, 45247, United States

CRD 117054

Filing source

Form ADV 2106907 · May 19, 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.