RIA Intel›Advisers›Texas›WILLIS JOHNSON & ASSOCIATES, INC.

WILLIS JOHNSON & ASSOCIATES, INC.

Advisory

N·HOUSTON, TX

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$1.9B

1-Year AUM Growth

+21.6%

3-Year CAGR

+15.4%

Employees

21

Assets Under Management

Total AUM$1.9B

Discretionary AUM$1.8B

Non-Discretionary AUM$88M

Discretionary %95.2%

Total Clients516

Team

Total Employees21

Investment Advisers41

Employee Growth (1Y)-15.8%

Filing History

Total Filings on Record77

First FilingJan 25, 2006

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 77 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WILLIS JOHNSON & ASSOCIATES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.