Data / Investment advisers / Washington / Johnson Bixby
Johnson Bixby, Vancouver, WA: $934 million AUM, SEC registered investment adviser
Johnson Bixby is an SEC registered investment adviser with its main office in Vancouver, Washington and reports $934 million in regulatory assets under management in its Form ADV filed March 13, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 310839
- SEC file number
- 801-119645
- SEC status
- Approved, effective October 16, 2020
- Legal name
- Johnson Bixby & Associates, LLC
- Main office
- 275 West Third Street Suite 600, Vancouver, WA 98660
- Phone
- (360) 695-1795
- Website
- johnsonbixby.com
- Regulatory AUM
- $933,732,431 in the Form ADV filed March 13, 2026
- Discretionary AUM
- $933,732,431
- Accounts
- 2,205
- Employees
- 15, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 305 | $697.1 million |
| Individuals (other than high net worth individuals) | 471 | $235 million |
| Charitable organizations | 1 | $1.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $933.7 million | March 13, 2026 |
| December 1, 2025 | $789.5 million | February 28, 2025 |
Other advisers in Vancouver
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sloy, Dahl & Holst, LLC | Vancouver | $1.80 billion | Not listed | adviserinfo.sec.gov |
| Martel Wealth Advisors, LLC | Vancouver | $1.46 billion | Not listed | adviserinfo.sec.gov |
| Leader Capital Corp. | Vancouver | $1.41 billion | Not listed | adviserinfo.sec.gov |
| Synergy Asset Management, LLC | Vancouver | $1.30 billion | 1 | adviserinfo.sec.gov |
| Baker Ellis Asset Management LLC | Vancouver | $1.05 billion | Not listed | adviserinfo.sec.gov |
| James R. Martin Consulting, Inc | Vancouver | $442.7 million | Not listed | adviserinfo.sec.gov |
| Harlow Wealth Management, Inc. | Vancouver | $419.4 million | Not listed | adviserinfo.sec.gov |
| Momentous Wealth Management, Inc. | Vancouver | $409.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Vancouver, WA
- Investment advisers in Washington
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Johnson Bixby on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.