Johnson Lyman, Inc.
● SEC registered since 2009CRD 150150SEC# 801-70139Los Altos, CA
Reg. AUM
$202.1M
Employees
2
Accounts
57
Location
Los Altos, CA
Johnson Lyman, Inc. assets under management
Johnson Lyman, Inc. operates as an SEC-registered investment adviser based in Los Altos, CA. The firm has been registered since 2009. It reports $202.1 million in regulatory assets under management and employs 2 people.
Johnson Lyman, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Catherine C Lyman Control | Director | Under 5% | 2014 |
| Robert A Lyman Control | Shareholder, President, Director & Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Johnson Lyman, Inc. manage?
Johnson Lyman, Inc. reports $202.1 million in regulatory assets under management on its Form ADV.
How many employees does Johnson Lyman, Inc. have?
Johnson Lyman, Inc. reports 2 employees.
Where is Johnson Lyman, Inc. located?
Johnson Lyman, Inc. is based in Los Altos, CA and has been SEC-registered since 2009.
Does Johnson Lyman, Inc. disclose fund performance?
Johnson Lyman, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4966 el Camino Real, Suite 109, Los Altos, CA 94022 |
| Phone | 650-494-2733 |
| Fax | 650-494-2431 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$202.1M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$202.1Mregulatory AUM
Discretionary $190.1MNon-discretionary $12M