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Johnson Bixby & Associates, LLC

● SEC registered since 2020CRD 310839SEC# 801-119645Vancouver, WA
Export (members)
Reg. AUM
$933.7M
Employees
15
Accounts
2,205
Location
Vancouver, WA

Johnson Bixby & Associates, LLC assets under management

Johnson Bixby & Associates, LLC is a registered investment adviser overseen by the SEC based in Vancouver, WA. The firm has been registered since 2020. It reports $933.7 million in regulatory assets under management and employs 15 people.

Johnson Bixby & Associates, LLC owners & executives

3 reported
NameTitleOwnershipSince
Cyndi Thompson ControlChief Financial OfficerUnder 5%2020
Heidi Marie Johnson Bixby ControlPresident & Chief Compliance OfficerOver 75%2020
Melissa Ann Lamarche ControlChief Operations OfficerUnder 5%2024

Frequently asked questions

How much does Johnson Bixby & Associates, LLC manage?

Johnson Bixby & Associates, LLC reports $933.7 million in regulatory assets under management on its Form ADV.

How many employees does Johnson Bixby & Associates, LLC have?

Johnson Bixby & Associates, LLC reports 15 employees.

Where is Johnson Bixby & Associates, LLC located?

Johnson Bixby & Associates, LLC is based in Vancouver, WA and has been SEC-registered since 2020.

Does Johnson Bixby & Associates, LLC disclose fund performance?

Johnson Bixby & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address275 West Third Street, Suite 600, Vancouver, WA 98660
Phone(360) 695-1795
Fax(360) 695-1798
Office hours8 a.m. - 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1844238
Discloses disciplinary historyNo

Regulatory AUM

$933.7M▲ 18%
Feb '25 — $789.5MMar '25 — $789.5MApr '25 — $789.5MMay '25 — $789.5MJun '25 — $789.5MJul '25 — $789.5MAug '25 — $789.5MSep '25 — $789.5MOct '25 — $789.5MNov '25 — $789.5MDec '25 — $789.5MJan '26 — $789.5MFeb '26 — $789.5MMar '26 — $933.7MApr '26 — $933.7MMay '26 — $933.7MJun '26 — $933.7M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers

Assets under management

$933.7Mregulatory AUM
Discretionary $933.7M