Johnson Capital Global Advisory L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Johnson Capital Global Advisory L.L.C. is a small independent registered investment adviser that manages roughly $1.2 million for eight clients and offers a bundled wrap-fee investment program combining financial planning, portfolio management, and brokerage/custody services through Interactive Brokers and MTG/Betterment. The firm also provides educational seminar sessions on personal finance and investing as part of its service mix.
The firm provides portfolio management on a primarily non‑discretionary basis, requiring client approval for investment and rebalancing decisions, and builds portfolios using a value‑oriented, long‑term framework alongside broad diversification principles (including mutual funds, ETFs, individual equities, fixed income, REITs and limited options strategies). Investment guidelines are customized from client risk profiles and are monitored at least quarterly, with performance reporting delivered via the custodian platforms rather than internal performance reports.
Notable distinctions include acting as the wrap‑fee program sponsor while operating largely non‑discretionarily—features that are uncommon among independent advisors—and offering regular educational workshops to clients and sponsors. The firm’s principal maintains other business activities disclosed in the brochure (a state insurance license that can generate commissions and employment as a public‑school teacher that can occupy significant daytime hours), and the firm participates in custodian advisor programs (including use of a Betterment for Advisors platform) that influence execution and trade timing.
Client services
Expertise
Fee options
$0 - $249,999: 0.40% (40 basis points) $250,000 - $499,999: 0.50% (50 basis points) $500,000 - $999,999: 0.50% (50 basis points) $1,000,000 - $2,999,999: 0.50% (50 basis points) $3,000,000 - $4,999,999: 0.75% (75 basis points) $5,000,000 - Above: 0.75% (75 basis points)
Main office
Jersey City NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Johnson Capital Global Advisory · Johnson Capital Global Advisory L.L.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)