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Chad R Maggard

Johnson Investment Counsel, Inc.

Cincinnati, OH

Cincinnati, OH

CRD 5362004

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Employer firm

Johnson Investment Counsel, Inc. CRD 117054

$23.0B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Johnson Investment Counsel, Inc.

3777 West Fork Road, Cincinnati, OH 45247 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-31
OH RA APPROVED 2014-06-19
  • TX RA
    APPROVED
    Since 2026-01-31
  • OH RA
    APPROVED
    Since 2014-06-19

Branch Locations

3777 West Fork Road, Cincinnati, OH 45247 • United States

5577 Montgomery Rd., Suite 400, Cincinnati, OH 45236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Johnson Investment Counsel, Inc Dayton OH 03/2015 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-03
  • S66 Uniform Combined State Law Examination
    2007-11-03
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

More in Cincinnati, OH

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