Johnston, Lemon & Co. Inc. (Washington)


Johnston, Lemon & Co. Inc. is an adviser based in Washington. It manages $34.03 million of regulatory assets for 126 client accounts. It has been registered with the SEC as an adviser since 2008.

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Johnston, Lemon & provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Johnston, Lemon &: assets under management

The assets under management (AUM) of Johnston, Lemon & Co. Inc. is $34.03 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Johnston, Lemon & Co. Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Johnston, Lemon & Co. Inc.

James Hanson Jr Lemon has been acting as President since 1 Oct 1973. John Franklin Iii Clardy joined the executive team most recently as the Sales Manager.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
James Hanson Jr Lemon Chairman 1 Oct 1973 Other xxx-xx-xxxx
Incorporated Johnston Lemon Group Holding company 1 Dec 1989 75% - 100% 52-1677204
Jeffrey Ronald Davis Crop/srop 1 Aug 2001 Other 2252651
Thomas Terrance Wallace President & director & ceo 1 Sep 2005 Other xxx-xx-xxxx
Kenneth Irvin Miller Chief financial officer, chief compliance officer, and director 1 Feb 2007 Other xxx-xx-xxxx
John Franklin Iii Clardy Sales manager 1 Jul 2007 Other 2672188

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
James Hanson Jr Lemon Chairman 1 Dec 1989 25% - 50% xxx-xx-xxxx

Based in Washington

The principal office where Johnston, Lemon & Co. Inc. performs its advisory services is located at 1101 Vermont Avenue, Nw, Washington, DC 20005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-842-5618 or by fax 202-842-7184. The normal business hours are 9:00am - 5:00pm est on Monday - Friday. You can find more information about the New York firm at www.johnstonlemon.com.