Simon Thomas Buchman
Financial advisor at Johnson Investment Counsel Inc
Last updated 2026-10-10
Claim your profileSimon Thomas Buchman is a financial advisor at Johnson Investment Counsel Inc, CRD 5766028. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2012-06-26.
Registration
- CRD number
- 5766028
- Registration status
- Active
- IAPD registration
- 2012-06-26
- Industry Experience
- 14 years
- Work Experience
- 12 years
- States registered
- OH, TX
Licenses and exams
- Series 63
- Series 66
Designations
- CFP®
Work history
- 2014-06 to Present · Johnson Investment Counsel, Inc · Cincinnati, 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
Simon Thomas Buchman is a CFP® financial advisor at Johnson Investment Counsel, Inc.. Reported securities licenses include Series 63 and Series 66. The latest record indicates 14 years of industry experience and 12 years of reported work history.
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 Simon Thomas Buchman 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
Are you Simon Thomas Buchman?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.