Johnson & Shute Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$134,645,589
Clients
73
Advisors
2
of 2 employees
About
Johnson & Shute Investment Advisors provides investment management to individuals, pension and profit‑sharing plans, trusts, estates and business organizations. Its services include reviewing clients’ financial situations and risk tolerances, offering a choice of firm-developed model portfolios, periodic rebalancing to target allocations, and meetings on request to review goals and performance.
The firm’s investment approach relies on client-selected model portfolios built from low-cost, passively managed domestic and foreign equity and fixed‑income mutual funds, with allocation bands from 0% to 80% fixed income in 10% increments and a long-term buy-and-hold orientation. Management is provided on a non‑discretionary basis; clients retain decision authority while the firm implements agreed trades, rebalances to model targets, and collects fees under a limited power of attorney.
Notably, Johnson & Shute reported all client assets as non‑discretionary (about $137.3 million as of December 31, 2025), an arrangement that is uncommon among supported firms that more often manage discretionary mandates. The firm also applies the same set of passive funds across its model series, delivers quarterly written reports and reconciliations, and recommends institutional custody services while operating as an independent adviser.
Client services
Expertise
Fee options
$0 - $1,000,000: 1% $1,000,000 - $1,500,000: 0.5% $1,500,000+: 0.25%
Account minimum: $100,000 Minimum fee: Minimum annual fee of $500 may apply for accounts below $100,000; this minimum fee may be waived under special circumstances Fee-only: Fees based on assets under management; no commissions received
Main office
11808 Northup Way, Suite 300
Bellevue WA 98005
Advisors at this office
2
Most active in
Washington
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.
Advisors at this firm
Rodger S
Series 63
Bellevue, WA
Johnson & Shute Investment Advisors, Inc.
Rodger Shute is a financial advisor at Johnson & Shute Investment Advisors, Inc. with 36 years of industry experience. He has been with Johnson & Shute since 1989. He holds a Series 63 designation. Johnson & Shute Investment Advisors provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, and business organizations. The firm offers client-selected model portfolios composed of low-cost, passively managed equity and fixed-income mutual funds, with a long-term buy-and-hold strategy and non-discretionary management.
Gregory R
Series 65
Bellevue, WA
Johnson & Shute Investment Advisors, Inc.
Gregory Radovich is a financial advisor at Johnson & Shute Investment Advisors, Inc. with 29 years of industry experience. He holds a Series 65 designation and has worked at Johnson & Shute Investment Advisors since 1997. Additionally, he is employed as a manager at Johnson & Shute, P.S., a CPA firm, where he prepares financial statements, tax returns, and provides business consulting. Johnson & Shute Investment Advisors offers investment management services to individuals, pension and profit-sharing plans, trusts, estates, and business organizations. The firm employs a non-discretionary, long-term buy-and-hold approach using client-selected model portfolios composed of low-cost, passively managed mutual funds.
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