Johnson Capital Management, LLC

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.