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Philip O. Johnson & Company, Ltd.

● SEC registered since 2018CRD 104621SEC# 801-113449Tempe, AZ
Export (members)
Reg. AUM
$301M
Employees
5
Accounts
756
Location
Tempe, AZ

Philip O. Johnson & Company, Ltd. assets under management

Philip O. Johnson & Company, Ltd. is an investment advisory firm registered with the SEC based in Tempe, AZ. The firm has been registered since 2018. It reports $301 million in regulatory assets under management and employs 5 people.

Philip O. Johnson & Company, Ltd. owners & executives

3 reported
NameTitleOwnershipSince
Lynn Taylor JohnsonVice-President/SecretaryUnder 5%1981
Marcus F. Johnson ControlChief Compliance Officer (01/2026) / President & CeoUnder 5%2026
Philip Otho Johnson ControlTreasurer / ChairmanOver 75%1981

Frequently asked questions

How much does Philip O. Johnson & Company, Ltd. manage?

Philip O. Johnson & Company, Ltd. reports $301 million in regulatory assets under management on its Form ADV.

How many employees does Philip O. Johnson & Company, Ltd. have?

Philip O. Johnson & Company, Ltd. reports 5 employees.

Where is Philip O. Johnson & Company, Ltd. located?

Philip O. Johnson & Company, Ltd. is based in Tempe, AZ and has been SEC-registered since 2018.

Does Philip O. Johnson & Company, Ltd. disclose fund performance?

Philip O. Johnson & Company, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1095 W Rio Salado Parkway, Suite 201, Tempe, AZ 85281-2610
Phone602-242-4000
Fax602-242-4000
Office hours8:30 a.m.- 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$301M▲ 24%
Mar '25 — $242.6MApr '25 — $242.6MMay '25 — $242.6MJun '25 — $242.6MJul '25 — $242.6MAug '25 — $242.6MSep '25 — $242.6MOct '25 — $242.6MNov '25 — $242.6MDec '25 — $242.6MJan '26 — $242.6MFeb '26 — $242.6MMar '26 — $301MApr '26 — $301MMay '26 — $301MJun '26 — $301M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$301Mregulatory AUM
Discretionary $301M