Emma Kathleen Kellerman
Financial advisor at Johnson Investment Counsel Inc
Last updated 2026-10-10
Claim your profileEmma Kathleen Kellerman is a financial advisor at Johnson Investment Counsel Inc, CRD 7842515. Licenses and exams on the registration: Series 65. IAPD registration began 2024-04-01.
Registration
- CRD number
- 7842515
- Registration status
- Active
- IAPD registration
- 2024-04-01
- Industry Experience
- 2 years
- Work Experience
- 11 years
- States registered
- OH
Licenses and exams
- Series 65
Work history
- 2022-06 to Present · Johnson Investment Counsel, Inc. · Cincinnati, OH
- 2021-05 to 2021-08 · Laborers' Annuity and Benefits Fund · Chicago, IL
- 2021-09 to 2022-05 · University of Dayton Accounting Department · Dayton, OH
- 2019-06 to 2019-08 · The Silo Restaurant · Lake Bluff, IL
- 2020-06 to 2020-08 · The Silo Restaurant · Lake Bluff, IL
- 2018-12 to 2019-01 · J. Crew · Lake Forest, IL
- 2016-09 to 2018-05 · Community for Learners · Lake Forest, IL
- 2015-01 to 2018-05 · Lake Forest High School · Lake Forest, IL
- 2018-08 to 2022-05 · Full-Time Education · Dayton, OH
Current employment
- Johnson Investment Counsel, Inc. · Cincinnati, OH
Johnson Investment Counsel Inc
- Regulatory AUM
- $22,984,966,859
- Registered advisors
- 65
- Offices
- 28
- Clients per advisor
- 84.2 (Moderate)
- Average AUM per client
- $4.2M (Moderate)
- High-net-worth client ratio
- 54.8% (High)
Johnson Investment Counsel Inc: advisors, services and reported ETF investments
About
Emma Kathleen Kellerman is a financial advisor at Johnson Investment Counsel, Inc.. Reported securities licenses include Series 65. The latest record indicates 2 years of industry experience and 11 years of reported work history. Reported roles include University of Dayton Accounting Department, Full-Time Education, Laborers' Annuity and Benefits Fund, The Silo Restaurant, among others.
Johnson Investment Counsel Inc's firm-level Form ADV reports 65 advisors across 28 offices; approximately 84.2 clients per advisor, average assets per client of $4,202,005, and regulatory AUM of $23B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Business development companies, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $5.1B across 276 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Emma Kathleen Kellerman personally.
Reported ETF positions
Johnson Investment Counsel reports 276 ETF positions worth $5.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $1.1B |
| IWB — iShares Russell 1000 ETF | $585.3M |
| IWR — iShares Russell Mid-Cap ETF | $331.2M |
| VEU — Vanguard FTSE All World Ex US ETF | $241M |
| ILOW — AB International Low Volatility Equity ETF | $240.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Johnson Investment Counsel's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $705.6K | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $705.6K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $1M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $773.2K | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Johnson Investment Counsel Inc on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Trust Company
Contact
The firm's filed contact details.
- Phone: 513-661-3100
- Website: johnsonasset.com
- Youtube
Official record
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