Willis Johnson & Associates, Inc.
● SEC registered since 2006CRD 119759SEC# 801-66191Houston, TX
Reg. AUM
$1.85B
Employees
41
Accounts
2,742
Location
Houston, TX
Willis Johnson & Associates, Inc. assets under management
Willis Johnson & Associates, Inc. is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2006. It reports $1.9 billion in regulatory assets under management and employs 41 people.
Willis Johnson & Associates, Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexis Cathryn Long | Managing Director, Wealth Management | 5-10% | 2020 |
| Nicholas a. Johnson Qualified Subchapter S Trust Control | Owner | 25-50% | 2020 |
| Nicholas Johnson Control | Chief Executive Officer, Chief Compliance Officer, Chief Investment Officer | Under 5% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Willis Johnson & Associates, Inc. manage?
Willis Johnson & Associates, Inc. reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Willis Johnson & Associates, Inc. have?
Willis Johnson & Associates, Inc. reports 41 employees.
Where is Willis Johnson & Associates, Inc. located?
Willis Johnson & Associates, Inc. is based in Houston, TX and has been SEC-registered since 2006.
Does Willis Johnson & Associates, Inc. disclose fund performance?
Willis Johnson & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5847 San Felipe, Suite 1500, Houston, TX 77057 |
| Phone | 713-439-1200 |
| Fax | 713-599-0999 |
| Office hours | 8:00 To 5:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.85B▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$1.85Bregulatory AUM
Discretionary $1.76BNon-discretionary $88.2M