Bernard & Johnson, LLC
● SEC registered since 2025CRD 283871SEC# 801-134382Pasadena, CA
Reg. AUM
$113.1M
Employees
2
Accounts
216
Location
Pasadena, CA
Bernard & Johnson, LLC assets under management
Bernard & Johnson, LLC is a registered investment adviser overseen by the SEC based in Pasadena, CA. The firm has been registered since 2025. It reports $113.1 million in regulatory assets under management and employs 2 people.
Bernard & Johnson, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Bernard Separate Property Trust Control | Trust | 50-75% | 2022 |
| Michael Leonard Bernard Control | Trustee | Under 5% | 2016 |
| Michael Leonard Bernard Control | Chief Compliance Officer | Under 5% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Bernard & Johnson, LLC manage?
Bernard & Johnson, LLC reports $113.1 million in regulatory assets under management on its Form ADV.
How many employees does Bernard & Johnson, LLC have?
Bernard & Johnson, LLC reports 2 employees.
Where is Bernard & Johnson, LLC located?
Bernard & Johnson, LLC is based in Pasadena, CA and has been SEC-registered since 2025.
Does Bernard & Johnson, LLC disclose fund performance?
Bernard & Johnson, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 201 S. Lake Avenue, Suite 502, Pasadena, CA 91101 |
| Phone | (626) 405-2920 |
| Fax | (626) 405-2997 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$113.1M▲ 7%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$113.1Mregulatory AUM
Discretionary $107.8MNon-discretionary $5.3M