Johnson Capital Global Advisory L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,600,000
Clients
9
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$177,778
About
Johnson Capital Global Advisory L.L.C. is an independent, single-advisor registered investment adviser serving a small number of individual and small-business clients (nine accounts, about $1.6 million in AUM). The firm provides financial planning, portfolio management, investment consultation and business-consulting services, and operates a wrap-fee investment program that bundles planning, educational workshops, portfolio management and brokerage/custody services through Interactive Brokers and Betterment Securities.
The firm manages accounts primarily on a non‑discretionary basis, requiring clients’ prior approval for investment and rebalancing decisions and encouraging ongoing client engagement for trade pre-approvals. Its investment approach emphasizes value investing with a long-term horizon combined with broad diversification principles (Modern Portfolio Theory), using mutual funds, ETFs, individual equities, fixed income, REITs and limited options strategies with regular monitoring and periodic rebalancing.
Distinctive features include acting as a wrap-fee program sponsor while maintaining primarily non‑discretionary assets and offering educational seminars and workshops, a combination that is uncommon among small independent firms. The firm’s principal also maintains a licensed insurance practice that can generate commissions on insurance or annuity sales, and the firm discloses that use of third‑party custodial platforms (including the Betterment for Advisors environment) can impose operational constraints and potential conflicts of interest around trade execution and ancillary services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Income planning
Cash flow / budgeting
Debt management
Retirement withdrawal strategies
Active portfolio management
Occupation focus
Self-Employed
Executive
Demographic focus
Mid-Career Professionals
Approaching retirement
Fee options
$0 - $249,999: 0.40% (40 basis points) annually $250,000 - $499,999: 0.50% (50 basis points) annually $500,000 - $999,999: 0.50% (50 basis points) annually $1,000,000 - $2,999,999: 0.50% (50 basis points) annually $3,000,000 - $4,999,999: 0.75% (75 basis points) annually $5,000,000+: 0.75% (75 basis points) annually
Main office location
Johnson Capital Global Advisory L.L.C.
Jersey City NJ, United States
Number of offices
1
Most active in
Johnson Capital Global Advisory L.L.C. has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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