Adrian
Johnson

Pugh Capital Management, Inc

CRD#3021358
Investment Advisor
in Seattle, WA

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About this Advisor

Adrian Johnson is a financial advisor based in Seattle, Washington, working with Pugh Capital Management, Inc. Adrian has previously held positions at City National Bank, Rim Securities, Rochdale Investment Management, and Pugh Capital Management, Inc. Adrian has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Washington. Currently, Adrian is part of Pugh Capital Management, Inc, which operates out of Seattle, Washington. The firm has 25 employees and manages assets totaling $10.8 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for pooled investment vehicles and portfolio management for institutional clients. The fee structure at Pugh Capital Management, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

520 Pike Street Suite 2900
Seattle, WA 98101

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Pugh Capital Management, Inc Brokerage Details

Total Assets Under Management

$10,786,208,521

WA Average: $3,566,627,242
Total Number of Employees

25

WA Average: 46
Total Number of Accounts

64

WA Average: 1,499
Average Account Size

$168,534,508

WA Average: $2,379,338

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Adrian Johnson Work History

2018 - Present (6 years)

Pugh Capital Management, Inc

2012 - 2017 (5 years)

Rim Securities

2012 - 2017 (5 years)

Rochdale Investment Management

2007 - 2017 (10 years)

City National Bank

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

Darius Cayetano
Seattle, WA
Mary Pugh
Seattle, WA
Adrian Johnson
Seattle, WA
Christopher Kelley
Seattle, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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