DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
J•••••• B••••
Legal name J•••••• B•••• • A••••••••• L••
Latest filing Mar 13, 2026
First filing on the tape Sep 16, 2020 · 16 filings
SEC status approved since Oct 16, 2020
RAUM
$934M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$932M individuals and HNW
Advisors
13
registered through the firm on IAPD
RAUM per advisor
$71.8M
derived; firm RAUM over IAPD count
Employees
15
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$934M as of Mar 13, 2026
Feb 2, 2021$453M then
HNW client RAUM$697M as of Mar 13, 2026
Feb 2, 2021$302M then
State-registered IARs (5.B.3)15 as of Mar 13, 2026
Feb 2, 20215 then
Employees (5.A)15 as of Mar 13, 2026
Feb 2, 202110 then
Private funds: no history
RAUM +18% over the last fiscal year+16% a year over threeIARs 15 to 15
Practice profile
derived from the filing of Mar 13, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $71.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 60derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $423,461derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 13.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.1%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Custody
- $497M, 431 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$697M75%
- Individuals$235M25%
- Charitable organizations$1.7M0.2%
- Individual clients
- 471reported
- HNW clients
- 305reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 2,205reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $497M for 431 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=6.0derived
Advisors registered through the firm
13 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C•••• T•••••••Certified Financial Planner | Vancouver, Wa | Oct 16, 2020 | 11 y | 1 |
| H•••• M•••• J•••••• B••••Certified Financial Planner | Vancouver, Wa | Oct 16, 2020 | 34 y | 1 |
| P••••••• L••• S••••Certified Financial Planner | Vancouver, Wa | Oct 16, 2020 | 11 y | 1 |
| A••••• J• R•••••••Certified Financial Planner | Vancouver, Wa | Oct 16, 2020 | 10 y | 1 |
| A••••• P••••••• | Vancouver, Wa | Oct 16, 2020 | 21 y | 2 |
| Z•••••• P••• R•••••Certified Financial Planner | Vancouver, Wa | Nov 3, 2020 | 13 y | 0 |
| L••• J••• A•••••• | Vancouver, Wa | Jan 4, 2022 | 29 y | 0 |
| C•••••• S•• S••••• | Vancouver, Wa | Feb 10, 2022 | 32 y | 2 |
| A•••••••• Y•••• A••Certified Financial Planner | Vancouver, Wa | Apr 19, 2023 | 14 y | 0 |
| K••••• N••••• A•••••••Certified Financial Planner | Vancouver, Wa | May 22, 2024 | 12 y | 0 |
| J••• A•••••• V•••• H••• | Vancouver, Wa | Oct 13, 2024 | 12 y | 0 |
| M•••••• A•• L••••••• | Vancouver, Wa | Dec 24, 2024 | 14 y | 3 |
| D•••••• E•••• T•••••• | Vancouver, Wa | Jul 10, 2025 | 24 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 7.7% of current headcount1 left over 36 months
Left, latest
- L••• D•••••• S••••• to A••••• A•• P••••••• S•••••••May 26, 2026 · RIA to affiliated broker-dealer or bank
Joined, latest
- M•••••• A•• L••••••• from O•••• W•••••• I•••Dec 24, 2024 · Affiliated broker-dealer or bank to independent RIA
- C•••••• S•• S••••• from S••••••••• A•••••• A•••••••• I•••Feb 10, 2022 · Affiliated broker-dealer or bank to independent RIA
- H•••• M•••• J•••••• B•••• from K•• F•••••••• S•••••••• I••Oct 16, 2020 · Affiliated broker-dealer or bank to a newly registered adviser
- L••• D•••••• S••••• from K•• F•••••••• S•••••••• I••Oct 16, 2020 · Affiliated broker-dealer or bank to a newly registered adviser
- P••••••• L••• S•••• from K•• F•••••••• S•••••••• I••Oct 16, 2020 · Affiliated broker-dealer or bank to a newly registered adviser
- A••••• J• R••••••• from K•• F•••••••• S•••••••• I••Oct 16, 2020 · Affiliated broker-dealer or bank to a newly registered adviser
- A••••• P••••••• from K•• F•••••••• S•••••••• I••Oct 16, 2020 · Affiliated broker-dealer or bank to a newly registered adviser
- C•••• T••••••• from K•• F•••••••• S•••••••• I••Oct 16, 2020 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 5 joined from K•• F•••••••• S•••••••• I••Nov 5, 2020 · Vancouver, Wa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- J•••••• B••••• H••••• M•••• · President & Chief Compliance Officercontrolsince 10/2020 · owns 75% or more
- L•••••••• M••••••• A•• · Chief Operations Officercontrolsince 12/2024 · owns less than 5%
- T•••••••• C•••• · Chief Financial Officercontrolsince 10/2020 · owns less than 5%
- V•• V••••••••• S••••• · Chief Operations Officercontrolsince 08/2023 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Vancouver, Wa · principal | 13 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 13, 2026L•••••••• M••••••• A•• (CHIEF OPERATIONS OFFICER) appeared on Schedule A between the filings of 2023-08-04 and 2026-03-13peers: independent wealth managers, $500M to $1B (1,482)
- control person changedChange between filings · filing Mar 13, 2026V•• V••••••••• S••••• (CHIEF OPERATIONS OFFICER) left Schedule A between the filings of 2023-08-04 and 2026-03-13peers: independent wealth managers, $500M to $1B (1,482)
What changed
consecutive filings, newest first
- Accounts · 2,142 to 2,205Feb 28, 2025 to Mar 13, 2026
- Advisory employees · 7 to 6Feb 28, 2025 to Mar 13, 2026
- BD registered reps · 7 to 6Feb 28, 2025 to Mar 13, 2026
- Charity clients · 2 to 1Feb 28, 2025 to Mar 13, 2026
- HNW clients · 296 to 305Feb 28, 2025 to Mar 13, 2026
- Individual clients · 457 to 471Feb 28, 2025 to Mar 13, 2026
- Assets in custody · $408M to $497MFeb 28, 2025 to Mar 13, 2026
- Discretionary RAUM · $790M to $934MFeb 28, 2025 to Mar 13, 2026
- HNW RAUM · $575M to $697MFeb 28, 2025 to Mar 13, 2026
- Individual RAUM · $213M to $235MFeb 28, 2025 to Mar 13, 2026
- RAUM · $790M to $934MFeb 28, 2025 to Mar 13, 2026
- Accounts · 2,060 to 2,142Feb 20, 2024 to Feb 28, 2025
- Advisory employees · 6 to 7Feb 20, 2024 to Feb 28, 2025
- BD registered reps · 6 to 7Feb 20, 2024 to Feb 28, 2025
- HNW clients · 323 to 296Feb 20, 2024 to Feb 28, 2025
- Individual clients · 415 to 457Feb 20, 2024 to Feb 28, 2025
- Assets in custody · $344M to $408MFeb 20, 2024 to Feb 28, 2025
- Employees · 12 to 15Feb 20, 2024 to Feb 28, 2025
- Financial planning clients · 11-25 to 11-25Feb 20, 2024 to Feb 28, 2025
- State-registered IARs · 12 to 15Feb 20, 2024 to Feb 28, 2025
- Discretionary RAUM · $695M to $790MFeb 20, 2024 to Feb 28, 2025
- HNW RAUM · $527M to $575MFeb 20, 2024 to Feb 28, 2025
- Individual RAUM · $167M to $213MFeb 20, 2024 to Feb 28, 2025
- RAUM · $695M to $790MFeb 20, 2024 to Feb 28, 2025
- Accounts · 1,936 to 2,060Aug 4, 2023 to Feb 20, 2024
- HNW clients · 302 to 323Aug 4, 2023 to Feb 20, 2024
- Individual clients · 419 to 415Aug 4, 2023 to Feb 20, 2024
- Assets in custody · $254M to $344MAug 4, 2023 to Feb 20, 2024
- Employees · 6 to 12Aug 4, 2023 to Feb 20, 2024
- State-registered IARs · 6 to 12Aug 4, 2023 to Feb 20, 2024
- Discretionary RAUM · $591M to $695MAug 4, 2023 to Feb 20, 2024
- HNW RAUM · $436M to $527MAug 4, 2023 to Feb 20, 2024
- Individual RAUM · $154M to $167MAug 4, 2023 to Feb 20, 2024
- RAUM · $591M to $695MAug 4, 2023 to Feb 20, 2024
- Accounts · 1,614 to 1,936Aug 12, 2022 to Feb 16, 2023
- Advisory employees · 5 to 6Aug 12, 2022 to Feb 16, 2023
- BD registered reps · 5 to 6Aug 12, 2022 to Feb 16, 2023
- HNW clients · 216 to 302Aug 12, 2022 to Feb 16, 2023
- Individual clients · 449 to 419Aug 12, 2022 to Feb 16, 2023
- Assets in custody · $219M to $254MAug 12, 2022 to Feb 16, 2023
Signals
4 dated events
- L••• D•••••• S••••• left J•••••• B•••• for A••••• A•• P••••••• S••••••• (registered 2026-06-15)May 26, 2026 · Advisor changed firm · fact
- Saskia Van Verseveld (Chief Operations Officer) appeared on Schedule A of J•••••• B••••Aug 4, 2023 · Control person joined · fact
- J•••••• B•••• reported RAUM $575.0M, up 27% from $452.6M (2021-02-02 to 2022-02-10)Feb 10, 2022 · RAUM change · derived
- J•••••• B•••• filed its initial SEC registration (Form ADV)Sep 16, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 360-695-1795reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 360-695-1798reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/johnson-bixbyreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (360) 695-1795reportedpublic record, Form ADV, Mar 13, 2026
- Contact form
- johnsonbixby.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- johnsonbixby.com/team-milestonesreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $71.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026