Data / Investment advisers / Washington / Johnson & Shute Investment Advisors, Inc.
Johnson & Shute Investment Advisors, Inc., Bellevue, WA: $137 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Johnson & Shute Investment Advisors, Inc. is an SEC registered investment adviser with its main office in Bellevue, Washington and reports $137 million in regulatory assets under management in its Form ADV filed August 18, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
The request: Watch Johnson & Shute Investment Advisors, Inc. (CRD number 116667): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 116667
- SEC file number
- 801-123376
- SEC status
- Approved, effective March 4, 2022
- Main office
- 11808 Northup Way Suite 300, Bellevue, WA 98005
- Phone
- (425) 615-6808
- Regulatory AUM
- $137,308,342 in the Form ADV filed August 18, 2026
- Non discretionary AUM
- $137,308,342
- Accounts
- 74
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 18, 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 | 46 | $122.7 million |
| Individuals (other than high net worth individuals) | 27 | $11.9 million |
| Pension and profit sharing plans | 1 | $2.7 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 |
|---|---|---|
| March 2, 2026 | $137.3 million | February 17, 2026 |
| December 1, 2025 | $115.7 million | November 20, 2025 |
Other advisers in Bellevue
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fulcrum Wealth Advisors, LLC | Bellevue | $208 million | Not listed | adviserinfo.sec.gov |
| Rare Wolf Capital LLC | Bellevue | $179.6 million | Not listed | adviserinfo.sec.gov |
| Opal Advisors | Bellevue | $174 million | 1 | adviserinfo.sec.gov |
| Soundpath Retirement Strategies, LLC | Bellevue | $158.5 million | Not listed | adviserinfo.sec.gov |
| Foresee Wealth Advisors | Bellevue | $146 million | Not listed | adviserinfo.sec.gov |
| Integrated Wealth Advisors, LLC | Bellevue | $122.4 million | Not listed | adviserinfo.sec.gov |
| Pacific Financial Advisors | Bellevue | $110.2 million | Not listed | adviserinfo.sec.gov |
| Kairos Capital Management, LLC | Bellevue | $105.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bellevue, WA
- Investment advisers in Washington
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Johnson & Shute Investment Advisors, Inc. on the SEC's adviser search
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.