TOM JOHNSON INVESTMENT MANAGEMENT, LLC
SEC RegisteredInvestment Management with Personalized Client Service
About the firm
Tom Johnson Investment Management was founded in 1983 and is centrally located in Oklahoma City, Oklahoma. The firm specializes in building separately managed accounts for each client to accommodate their personal objectives, offering independent research, individual stock and bond selection, professional investment management, and superior client service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent research, individual stock and bond selection, professional investment management, and superior client service. Strategies include Equity Strategy, Fixed Income Strategy, and Balanced Strategy, with separately managed accounts built for each client.
Who they serve
A broad range of clients, such as pensions, profit sharing and 401(K) plans, individuals, individual retirement accounts (IRA), foundations, banks, insurance companies, public funds, corporations, and sovereign funds.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4,104 | $613M |
| High Net Worth Individuals | 1,333 | $852M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 27 | $18M |
| State/Municipal Entities | 47 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
5,631 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $4,000,000 | 0.75% |
| Next $5,000,000 | 0.60% |
| Next $15,000,000 | 0.50% |
| Next $25,000,000 | 0.45% |
| Next $50,000,000 | 0.40% |
| Over $100,000,000 | 0.00% |
Data as of April 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TOM JOHNSON INVESTMENT MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched