Adviser Profile

As of Date 03/18/2026
Registration SEC, Approved, 10/30/2019
ADV Location BOCA RATON, FL, United States
Contact Info 561 xxxxxxx
Websites
AUM* 262,660,482 13%
of that, discretionary 262,660,482 17%
Number of Employees 3 -25%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 423,646 68%
% High Net Worth 35.37% 46%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

263M 225M 188M 150M 113M 75M 38M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Adviser JOHNSON BIXBY Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM933.7m #Funds-
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Top Holdings

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Stck Ticker02079K305 Stock NameALPHABET INC $ Position$6,809,859 % Position4.00% $ Change-3.00% # Change5.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$6,264,587 % Position4.00% $ Change2.00% # Change33.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$7,475,373 % Position4.00% $ Change-9.00% # Change-2.00%
Stck Ticker88160R101 Stock NameTESLA INC $ Position$5,156,916 % Position3.00% $ Change-6.00% # Change13.00%
Stck Ticker464287200 Stock NameISHARES TR $ Position$5,646,175 % Position3.00% $ Change3.00% # Change8.00%
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$5,327,127 % Position3.00% $ Change-9.00% # Change-1.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$4,441,774 % Position2.00% $ Change-8.00% # Change2.00%
Stck Ticker532457108 Stock NameELI LILLY & CO $ Position$4,281,120 % Position2.00% $ Change-10.00% # Change5.00%
Stck Ticker33738D879 Stock NameFIRST TR EXCHANGE-TRADED FD $ Position$3,763,953 % Position2.00% $ Change-1.00% # Change2.00%

Brochure Summary