Tom Johnson Investment Management, LLC

Overview

Tom Johnson Investment Management, LLC is an SEC registered investment adviser based in Oklahoma City, OK, registered since 1991. It reports $1.6B in assets under management across 5,631 accounts, with 11 employees. It has 6 investment adviser representatives.

Reported AUM

$1.6B

Discretionary

100%

Accounts

5,631

Average account

$29K

Employees

11

Advisory reps

6

Registered since

1991

Jurisdictions

50

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Richard Howorth Parry Member, President, Chief Investment Officer CRD 2022452
• Lori Ann Calfy Senior Vice President, Chief Compliance Officer CRD 4301772

Advisory reps 3 of 6

• Virginia Ann Davis Investment Adviser Rep CRD 2190410
• Douglas Alan Haws Investment Adviser Rep CRD 2683356
• Richard Howorth Parry Investment Adviser Rep CRD 2022452

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

201 Robert S Kerr Ave Ste 510
Oklahoma City, OK 73102

County

Oklahoma

Metro area

Oklahoma City, OK

Region

South

Registrations

• SEC registered
• Registered in 50 jurisdictions
• Website: tjim.com

Every state, with registration dates

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