Johnson Bixby & Associates provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Johnson Bixby & Associates reports 777 clients. They include 471 individual clients, 305 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($934M across 2,205 accounts) are managed with discretion. It advised 25 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 25% |
| High-net-worth individuals | 39% | 75% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 471 | $235M | 25.2% | $499K |
| High-net-worth individuals | 305 | $697M | 74.7% | $2.29M |
| Charitable organizations | Fewer than 5 | $1.67M | 0.2% | $1.67M |
| Total | 777 | $934M | 100% | — |
- Clients
- 471
- Regulatory AUM
- $235M
- AUM share
- 25.2%
- Avg. per client
- $499K
- Clients
- 305
- Regulatory AUM
- $697M
- AUM share
- 74.7%
- Avg. per client
- $2.29M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.67M
- AUM share
- 0.2%
- Avg. per client
- $1.67M
Total
- Clients
- 777
- Regulatory AUM
- $934M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 25
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Johnson Bixby & Associates charges up to 1.50% a year for its Asset Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Hourly fees up to $500, flat fees up to $10,000, or recurring fees up to $20,000 a year, set case by case.
Heidi Johnson Bixby owns 75% or more of Johnson Bixby & Associates. The leadership team of Johnson Bixby & Associates includes President Heidi Johnson Bixby and Chief Financial Officer Cyndi Thompson. It has 15 employees, 6 of them in advisory roles.
Leadership
Heidi Johnson BixbyPresident & Chief Compliance Officer- Cyndi ThompsonChief Financial Officer
- Melissa LamarcheChief Operations Officer
Investment adviser representatives
13 representatives listed in the SEC register as of 9 October 2026.
Staff
- 15 employees
- 6 in advisory functions
- 15 state-registered reps
- 6 broker-dealer reps
- 6 insurance agents
- Owns 75% or more of Johnson Bixby & Associates, LLC
Heidi Johnson Bixby
Control person · since October 2020
Johnson Bixby & Associates’ regulatory assets grew 2.1× from $453M (February 2021) to $934M (March 2026); clients rose from 601 to 777 and employees from 10 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $934M | 777 | 15 | 1 |
| Feb 2025February 2025 | $790M | 755 | 15 | 1 |
| Feb 2024February 2024 | $695M | 740 | 12 | 1 |
| Aug 2023August 2023 | $591M | 723 | 6 | 1 |
| Mar 2022March 2022 | $575M | 667 | 10 | 1 |
| Feb 2021February 2021 | $453M | 601 | 10 | 1 |
Besides its headquarters, Johnson Bixby & Associates has 0 offices, with 1 listed address in 1 state.
Washington · 1 listed address
- 275 West Third Street, Suite 600, VancouverHQ
Other business names
Johnson Bixby & Associates has reported 1 other business name to the SEC.
- Johnson Bixby
Contact and registration details
- Legal name
- Johnson Bixby & Associates, LLC
- Headquarters
- 275 West Third Street, Suite 600, Vancouver, WA 98660
- Website
- johnsonbixby.com
- Phone
- 360-695-1795
- @johnson-bixby
- SEC file
- 801-119645
- Founded
- 1998
- Structure
- Washington LLC
- Fiscal year end
- December
Johnson Bixby & Associates’ named custodian for separately managed accounts is Charles Schwab ($934M). Johnson Bixby & Associates has custody of $497M for 431 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $934M100%
At year end, Johnson Bixby & Associates’ separately managed accounts were mostly in funds (93%). Its reported 13F holdings for the quarter ended 30 June 2026 total $896M across 131 positions; the largest are Capital Group Dividend Value (11.8%), iShares TR (10.8%) and Capital Group Growth ETF (7.5%).
What the accounts hold
- Stocks5%
- Funds93%
- Cash2%
Reported 13F holdings
- $896M
- Reported 13F value
- 131
- Positions
- 63.8%
- In the 10 largest
- +11.1%
- Value vs. prior quarter
- Capital Group Dividend Value · Shs Creat Unit11.8%
- iShares TR · Core S&P Ttl Stk10.8%
- Capital Group Growth ETF · Shs Creat Unit7.5%
- Capital Grp Fixed Incm ETF T · Core Bond ETF6.9%
- iShares TR · Core Univrsl Usd5.3%
- Schwab Strategic TR · Fundamental Intl5.3%
- Vanguard Scottsdale Fds · Shrt Trm Corp. BD5.3%
- Blackrock ETF Trust II · Isha Flex IN ETF4.0%
- iShares TR · US Treas BD ETF3.6%
- Capital Group International3.5%
Together, the ten largest are 63.8% of reported value.
How many clients does Johnson Bixby & Associates have?
Johnson Bixby & Associates has 777 clients and manages $934 million for them, as of March 2026. They include 471 individual clients, 305 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026
What services does Johnson Bixby & Associates offer?
Johnson Bixby & Associates provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Johnson Bixby & Associates charge?
Johnson Bixby & Associates charges up to 1.50% a year for its Asset Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 13 March 2026
Which custodians does Johnson Bixby & Associates use?
Johnson Bixby & Associates’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $934M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026
How many financial advisors does Johnson Bixby & Associates have?
Johnson Bixby & Associates has 15 investment adviser representatives registered with state securities authorities, out of 15 employees, and 6 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Johnson Bixby & Associates invest in?
At the end of its last fiscal year, Johnson Bixby & Associates’ separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Johnson Bixby & Associates?
Johnson Bixby & Associates’ direct owner is Heidi Johnson Bixby (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 March 2026
How does Johnson Bixby & Associates get paid?
Johnson Bixby & Associates is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Johnson Bixby & Associates?
Johnson Bixby & Associates’ main office is at 275 West Third Street, Suite 600, Vancouver, WA 98660. Its phone number is 360-695-1795. Its website is johnsonbixby.com.