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The fee is billed in advance and has a $100,000 annual minimum.","source":"JOHNSON FINANCIAL GROUP FORM ADV PART 2A, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Johnson Financial Group use?","answer":"Johnson Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $2.56B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Johnson Financial Group have?","answer":"Johnson Financial Group has 38 investment adviser representatives registered with state securities authorities, out of 62 employees, and 35 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Johnson Financial Group invest in?","answer":"At the end of its last fiscal year, Johnson Financial Group’s separately managed accounts held 47% other, 41% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 4% state and local bonds and 3% exchange-traded equities. The 47% other category is described as: Private Capital Investments. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Johnson Financial Group?","answer":"Johnson Financial Group is owned through a holding company by Brandon and Wendy Johnson. Its direct owners are Albert Williams (5% to 10%), British Colony Investment Company, LLC (5% to 10%), British Colony Investment Company (5% to 10%), B&W Holdings LLC (75% or more) and Robert Lawrence (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 4 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Johnson Financial Group get paid?","answer":"Johnson Financial Group is paid through a percentage of assets under management 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Johnson Financial Group registered with the SEC?","answer":"Yes, Johnson Financial Group has been registered with the SEC as an investment adviser since 7 March 2014. 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