Adrian
Johnson
Pugh Capital Management, Inc
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About this Advisor
Adrian Johnson is a financial advisor working out of Seattle, Washington with a total of 5 years of industry experience. Johnson is on the advisory team at Pugh Capital Management, Inc. During their career, the advisor has held roles at City National Bank, Rim Securities, Rochdale Investment Management and Pugh Capital Management, Inc. Johnson maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Washington. Pugh Capital Management, Inc is a registered investment firm operating out of Seattle, WA. It controls $10 billion in assets under management among its 64 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 11 charitable organizations. The company offers a set of services, such as portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules largely depend on which services the firm provides the client. Fees billed by Pugh Capital Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pugh Capital Management, Inc Brokerage Details
$9,930,016,807
26
64
$155,156,513
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Adrian Johnson Work History
Adrian has been registered as a financial advisor for 5 years.*
Pugh Capital Management, Inc
Rim Securities
Rochdale Investment Management
City National Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adrian Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pugh Capital Management, Inc
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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