Tom Johnson Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,464,745,297
Clients
5,437
Advisors
6
across 2 offices
About
Tom Johnson Investment Management, LLC is a fee‑only, registered investment adviser that provides discretionary portfolio management, financial planning, and reporting services to a broad client base that includes individuals, IRAs, 401(k) and other retirement plans, foundations, bank trust accounts, public funds and sovereign clients. As of 12/31/2025 the firm reported roughly $1.63 billion in regulatory AUM and services approximately 5,437 client accounts through a six‑person investment team.
TJIM describes a conservative, valuation‑and‑diversification driven investment process across equity and fixed‑income strategies, with disciplined duration management in its bond portfolios and a focus on high‑quality individual securities. The firm delivers its services through multiple channels — direct advisory accounts, wrap‑fee programs, sub‑advisory relationships and model portfolios — and provides quarterly performance reporting and commentary, including comparative performance versus benchmarks, that is made available to clients and on its website.
Distinctive features for a team of this size include an unusually high client‑to‑advisor ratio and AUM per advisor (over 5,400 accounts and roughly $1.63 billion in AUM across six advisors, implying well over $200 million per advisor), and active participation as both sponsor and sub‑advisor in wrap and model programs to scale that coverage. The firm also discloses performance results in its client reporting, and in April 2026 completed an 80% equity transaction with Bimini Advisors Holdings while stating the firms will operate independently.
Client services
Expertise
Fee options
May negotiate fixed fees for certain services when AUM percentage fees are not appropriate.
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $100,000,000: 0.40%
Hourly or fixed charge negotiated for research and recommendations when percentage fees are not applicable.
Fee-only: Hourly or fixed charge may be negotiated for advice on non-managed assets or special requests.
Main office
See office201 Robert S. Kerr, Suite 510
Oklahoma City OK 73102-4202
Advisors at this office
5
Offices (2)
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin
Also doing business as
Tom Johnson Investment Management, Inc. · Tom Johnson Investment Management, LLC
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
Douglas H
CFA®, Series 63, Series 65
Oklahoma City, OK
Tom Johnson Investment Management, LLC
Douglas Haws is a CFA® charterholder with 28 years of industry experience. He has been with Tom Johnson Investment Management, LLC since 1994. Haws previously served as a director of Primary Medical Inc. in Norman, Oklahoma, a position he held until 2006. Tom Johnson Investment Management is a fee-only adviser managing approximately $1.63 billion in assets across individual and institutional clients. The firm employs a conservative, team-based approach focusing on diversification, valuation discipline, and credit analysis, delivering services through multiple advisory channels.
Richard P
CFA®, Series 63, Series 65
Oklahoma City, OK
Tom Johnson Investment Management, LLC
Richard Parry is a CFA® charterholder with 33 years of industry experience. He has been with Tom Johnson Investment Management, LLC since 1992. The firm is a fee-only investment adviser serving individuals, high-net-worth clients, and various institutional clients through discretionary portfolio management and financial planning. Tom Johnson Investment Management employs a conservative, team-based approach focusing on diversification, valuation discipline, and credit analysis, managing approximately $1.63 billion in assets across multiple advisory channels.
Jeremy W
CFP®, Series 65
Oklahoma City, OK
Tom Johnson Investment Management, LLC
Jeremy Wilcox is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Tom Johnson Investment Management, LLC since 2015. Tom Johnson Investment Management is a fee-only advisory firm serving individuals, high-net-worth clients, and institutional clients with discretionary portfolio management and financial planning. The firm employs a conservative, team-based investment process emphasizing diversification and valuation discipline, managing approximately $1.63 billion in assets across multiple client channels.
Virginia D
Series 65
Oklahoma City, OK
Tom Johnson Investment Management, LLC
Virginia Davis is a financial advisor at Tom Johnson Investment Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Tom Johnson Investment Management since 2019, following a 16-year tenure at Tripp Davis and Associates. Tom Johnson Investment Management is a fee-only investment adviser serving individuals, high-net-worth clients, and various institutional clients. The firm employs a conservative, team-based investment approach that emphasizes diversification, valuation discipline, and credit analysis across equity and fixed-income strategies.
Nicholas P
CFA®, Series 65
Oklahoma City, OK
Tom Johnson Investment Management, LLC
Nicholas Pointer is a CFA® charterholder with 14 years of industry experience. He has worked at Tom Johnson Investment Management, LLC since 2011. The firm is a fee-only, registered investment adviser serving individuals, retirement plans, foundations, bank trust accounts, public funds, and sovereign clients. Tom Johnson Investment Management employs a conservative, valuation- and diversification-driven investment approach across equity and fixed-income strategies, managing approximately $1.63 billion in assets for over 5,400 client accounts through a six-person team.
Cory R
CFA®
Oklahoma City, OK
Tom Johnson Investment Management, LLC
Cory Robinson is a CFA® charterholder with 21 years of industry experience. He has been with Tom Johnson Investment Management, LLC since 2000. The firm is a fee-only investment adviser that provides discretionary portfolio management, financial planning, and reporting services for individuals, high-net-worth clients, and various institutional clients. Tom Johnson Investment Management follows a conservative, team-based investment process emphasizing diversification and valuation discipline, managing approximately $1.63 billion in assets across multiple advisory channels.
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