Willis Johnson & Associates, Inc.
- Regulatory AUM
- $1.9B
- Discretionary
- $1.8B
- Clients
- 578
- Avg AUM / client
- $3.2M
- Accounts
- 2,742
- Employees
- 41
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 486 | $1.1B | 60.7% |
| High net worth individuals | 92 | $723M | 39.1% |
| Charitable organizations | Fewer than 5 clients | $1.9M | 0.1% |
| Corporations and other businesses | Fewer than 5 clients | $3.0M | 0.16% |
People (28)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Willis Anthony Johnson | Chief Executive Officer | CFP | Jul 1996 (30y) | 50% – 75% |
| Nicholas Johnson | President And Chief Compliance Officer | CFP CFA | Nov 2011 (15y) | Less than 5% |
| Alexis Cathryn Long | Director Of Wealth Management | CFP | Mar 2015 (11y) | 5% – 10% |
| Robert William Lowerre | Registered representative | Apr 2010 (16y) | ||
| John Kenneth Siegel | Registered representative | CFP | Oct 2018 (8y) | |
| Brandon Shane Young | Registered representative | CFP | Jun 2019 (7y) | |
| Hester Rebekah Broad | Registered representative | CFP | Jul 2020 (6y) | |
| Sarah Gilligan Sikorski | Registered representative | CFP | Aug 2020 (6y) | |
| Mitchell Le Roy | Registered representative | CFP | Nov 2020 (6y) | |
| Adrian Gomez | Registered representative | Sep 2022 (4y) | ||
| Lucille Elizabeth Gift | Registered representative | CFP | Mar 2023 (3y) | |
| Hunter Anguiano | Registered representative | Jan 2024 (3y) | ||
| Abigail Nicole Carrell | Registered representative | CFP | Apr 2024 (2y) | |
| Cameron Anthony Sauer | Registered representative | CFP | May 2024 (2y) | |
| Xianyuan Hoover | Registered representative | CFA | Oct 2024 (2y) | |
| Yerassyl Almatyli Sundetbayev | Registered representative | CFP | Jan 2025 (2y) | |
| Abrin Angelus Berkemeyer | Registered representative | CFP | May 2025 (1y) | |
| Jeffrey Earl Riley | Registered representative | CFP | May 2025 (1y) | |
| Jacob Wesley Hansink | Registered representative | Jul 2025 (1y) | ||
| Karlee Anna Davis | Registered representative | Jul 2025 (1y) | ||
| Cody Lowell Bangerter | Registered representative | Sep 2025 (1y) | ||
| Alicea Selene Hoffman | Registered representative | Oct 2025 (1y) | ||
| Makemma Cockrell Wolff | Registered representative | CFP | Oct 2025 (1y) | |
| Luke Wuthrich | Registered representative | CFP | Mar 2026 (0y) | |
| Tyler Garrett Leal | Registered representative | CFP | Apr 2026 (0y) | |
| Rudy Villa | Registered representative | CFP | Jun 2026 (0y) | |
| Mikelyn Marie Granato | Registered representative | Jun 2026 (0y) | ||
| Jonathan William Partridge | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nicholas A. Johnson Qualified Subchapter S Trust | Owner | Jan 2020 | A | 25% – 50% |
| W&Pj Equity I Trust | Owner | Jan 2020 | A | 5% – 10% |
| W&Pj Equity Ii Trust | Owner | Jan 2020 | A | 5% – 10% |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/16/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $1.7B (94% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 16, 2026.
View current Form ADV (SEC/IAPD) ↗