Johnson Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Johnson Capital Management provides discretionary investment management and personalized financial planning primarily for individuals and trusts, including services such as cash flow and tax planning, insurance review, education funding, retirement planning, and estate planning. The firm operates as a fee‑based, non‑custodial adviser and places trades for clients under a limited power of attorney rather than acting as custodian.
Investment decisions are documented through client investment policy statements and employ a mix of fundamental, technical, and cyclical analysis; strategies range from long‑term purchases to active trading and option writing, including covered and uncovered options. Accounts are managed on a discretionary basis, reviewed at least quarterly, and custodians deliver account statements and transaction confirmations directly to clients.
A distinctive element in the brochure is the inclusion of uncovered option strategies, which generally require margin or other borrowing when carried out in separately managed accounts — a practice that is relatively uncommon among independent advisory firms. The firm also uses third‑party standing letters of authorization and is deemed to have limited or indirect custody due to fee debits and SLOAs, while clients retain responsibility for voting their own proxies.
Client services
Expertise
Fee options
$0 - $2,500,000: 1.00% $2,500,000.01 - $5,000,000: 0.85% $5,000,000.01 - $7,500,000: 0.70% $7,500,000.01 - $10,000,000: 0.50% $10,000,000.01+: 0.25%
Main office
Big Lake MN
Advisors at this office
1
Most active in
Minnesota
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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