WILLIS JOHNSON & ASSOCIATES, INC.
CRD #119759 SEC #801-66191 HOUSTON, TX 713-439-1200
SEC Registered
Total AUM
$1.4B
Discretionary
$1.3B
Employees
36
Clients
251
Accounts
2,377
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.4B | $1.3B | $97.6M | 36 | 0 |
| Dec 2024 | $1.2B | $1.1B | $76.9M | 35 | 0 |
| Nov 2024 | $1.2B | $1.1B | $76.9M | 34 | 0 |
| Oct 2024 | $1.2B | $1.1B | $76.9M | 34 | 0 |
| Oct 2024 | $1.2B | $1.1B | $76.9M | 33 | 0 |
| Aug 2024 | $1.2B | $1.1B | $76.9M | 33 | 0 |
| May 2024 | $1.2B | $1.1B | $76.9M | 33 | 0 |
| May 2024 | $1.2B | $1.1B | $76.9M | 32 | 0 |
| Apr 2024 | $1.2B | $1.1B | $76.9M | 31 | 0 |
| Mar 2024 | $1.2B | $1.1B | $76.9M | 32 | 0 |
| Jan 2024 | $894.2M | $848.5M | $45.7M | 31 | 0 |
| Jan 2024 | $894.2M | $848.5M | $45.7M | 30 | 0 |
| Jan 2024 | $894.2M | $848.5M | $45.7M | 29 | 0 |
| Jul 2023 | $894.2M | $848.5M | $45.7M | 28 | 0 |
| Mar 2023 | $894.2M | $848.5M | $45.7M | 29 | 0 |
| Mar 2023 | $894.2M | $848.5M | $45.7M | 27 | 0 |
| Feb 2023 | $914.9M | $877.2M | $37.7M | 27 | 0 |
| Jan 2023 | $914.9M | $877.2M | $37.7M | 28 | 0 |
| Oct 2022 | $914.9M | $877.2M | $37.7M | 28 | 0 |
| Sep 2022 | $914.9M | $877.2M | $37.7M | 28 | 0 |
| Sep 2022 | $914.9M | $877.2M | $37.7M | 27 | 0 |
| Aug 2022 | $914.9M | $877.2M | $37.7M | 28 | 0 |
| Jul 2022 | $914.9M | $877.2M | $37.7M | 20 | 0 |
| Jun 2022 | $914.9M | $877.2M | $37.7M | 19 | 0 |
| Jun 2022 | $914.9M | $877.2M | $37.7M | 19 | 0 |
| Mar 2022 | $914.9M | $877.2M | $37.7M | 19 | 0 |
| Nov 2021 | $721.9M | $703.2M | $18.8M | 19 | 0 |
| Aug 2021 | $721.9M | $703.2M | $18.8M | 18 | 0 |
| Jul 2021 | $721.9M | $703.2M | $18.8M | 17 | 0 |
| Mar 2021 | $721.9M | $703.2M | $18.8M | 16 | 0 |
| Nov 2020 | $605.3M | $590.5M | $14.8M | 16 | 5 |
| Sep 2020 | $605.3M | $590.5M | $14.8M | 15 | 5 |
| Aug 2020 | $605.3M | $590.5M | $14.8M | 14 | 5 |
| Jul 2020 | $605.3M | $590.5M | $14.8M | 13 | 5 |
| May 2020 | $605.3M | $590.5M | $14.8M | 14 | 5 |
| Apr 2020 | $605.3M | $590.5M | $14.8M | 14 | 5 |
| Mar 2020 | $672.4M | $582.6M | $89.8M | 14 | 5 |
| Jan 2020 | $467.4M | $465.7M | $1.8M | 14 | 11 |
| Oct 2019 | $467.4M | $465.7M | $1.8M | 15 | 11 |
| Oct 2019 | $467.4M | $465.7M | $1.8M | 15 | 11 |
| Aug 2019 | $467.4M | $465.7M | $1.8M | 15 | 11 |
| Jun 2019 | $467.4M | $465.7M | $1.8M | 14 | 11 |
| Jun 2019 | $467.4M | $465.7M | $1.8M | 13 | 11 |
| Mar 2019 | $505.8M | $465.1M | $40.6M | 13 | 11 |
| Feb 2019 | $505.8M | $465.1M | $40.6M | 14 | 11 |
| Jan 2019 | $496.3M | $460.9M | $35.5M | 15 | 0 |
| Nov 2018 | $496.3M | $460.9M | $35.5M | 15 | 0 |
| Oct 2018 | $496.3M | $460.9M | $35.5M | 15 | 0 |
| Sep 2018 | $496.3M | $460.9M | $35.5M | 14 | 0 |
| Jul 2018 | $496.3M | $460.9M | $35.5M | 13 | 0 |
| Mar 2018 | $496.3M | $460.9M | $35.5M | 13 | 0 |
| Mar 2018 | $496.3M | $460.9M | $35.5M | 13 | 0 |
| Feb 2018 | $496.3M | $460.9M | $35.5M | 13 | 0 |
| Feb 2017 | $364.2M | $356.4M | $7.8M | 13 | 200 |
| Nov 2016 | $311.6M | $304.8M | $6.8M | 13 | 200 |
| Oct 2016 | $311.6M | $304.8M | $6.8M | 13 | 200 |
| Jun 2016 | $311.6M | $304.8M | $6.8M | 13 | 200 |
| Mar 2016 | $311.6M | $304.8M | $6.8M | 13 | 200 |
| Mar 2015 | $302.8M | $293.9M | $8.8M | 13 | 200 |
| Jun 2014 | $261.4M | $252M | $9.5M | 11 | 200 |
| Mar 2014 | $261.4M | $252M | $9.5M | 11 | 200 |
| Nov 2013 | $350.3M | $336.4M | $13.9M | 13 | 200 |
| Oct 2013 | $350.3M | $336.4M | $13.9M | 13 | 200 |
| Jul 2013 | $350.3M | $336.4M | $13.9M | 13 | 200 |
| Jun 2013 | $350.3M | $336.4M | $13.9M | 13 | 200 |
| Mar 2013 | $350.3M | $336.4M | $13.9M | 13 | 200 |
| Mar 2012 | $279.6M | $268.6M | $11M | 11 | 200 |
| Mar 2009 | $189.7M | $187.2M | $2.5M | 10 | -- |
| Mar 2008 | $249M | $246.5M | $2.5M | -- | -- |
| Mar 2007 | $206.1M | $203.2M | $2.9M | -- | -- |
| Feb 2007 | $165M | $152M | $13M | -- | -- |
| Feb 2007 | $165M | $152M | $13M | -- | -- |
| Jan 2006 | $165M | $152M | $13M | -- | -- |
DateMar 2025
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$97.6M
Employees36
Clients0
DateDec 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$76.9M
Employees35
Clients0
DateNov 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$76.9M
Employees34
Clients0
DateOct 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$76.9M
Employees34
Clients0
DateOct 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$76.9M
Employees33
Clients0
DateAug 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$76.9M
Employees33
Clients0
DateMay 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$76.9M
Employees33
Clients0
DateMay 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$76.9M
Employees32
Clients0
DateApr 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$76.9M
Employees31
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$76.9M
Employees32
Clients0
DateJan 2024
Total AUM$894.2M
Discretionary$848.5M
Non-Disc.$45.7M
Employees31
Clients0
DateJan 2024
Total AUM$894.2M
Discretionary$848.5M
Non-Disc.$45.7M
Employees30
Clients0
DateJan 2024
Total AUM$894.2M
Discretionary$848.5M
Non-Disc.$45.7M
Employees29
Clients0
DateJul 2023
Total AUM$894.2M
Discretionary$848.5M
Non-Disc.$45.7M
Employees28
Clients0
DateMar 2023
Total AUM$894.2M
Discretionary$848.5M
Non-Disc.$45.7M
Employees29
Clients0
DateMar 2023
Total AUM$894.2M
Discretionary$848.5M
Non-Disc.$45.7M
Employees27
Clients0
DateFeb 2023
Total AUM$914.9M
Discretionary$877.2M
Non-Disc.$37.7M
Employees27
Clients0
DateJan 2023
Total AUM$914.9M
Discretionary$877.2M
Non-Disc.$37.7M
Employees28
Clients0
DateOct 2022
Total AUM$914.9M
Discretionary$877.2M
Non-Disc.$37.7M
Employees28
Clients0
DateSep 2022
Total AUM$914.9M
Discretionary$877.2M
Non-Disc.$37.7M
Employees28
Clients0
DateSep 2022
Total AUM$914.9M
Discretionary$877.2M
Non-Disc.$37.7M
Employees27
Clients0
DateAug 2022
Total AUM$914.9M
Discretionary$877.2M
Non-Disc.$37.7M
Employees28
Clients0
DateJul 2022
Total AUM$914.9M
Discretionary$877.2M
Non-Disc.$37.7M
Employees20
Clients0
DateJun 2022
Total AUM$914.9M
Discretionary$877.2M
Non-Disc.$37.7M
Employees19
Clients0
DateJun 2022
Total AUM$914.9M
Discretionary$877.2M
Non-Disc.$37.7M
Employees19
Clients0
DateMar 2022
Total AUM$914.9M
Discretionary$877.2M
Non-Disc.$37.7M
Employees19
Clients0
DateNov 2021
Total AUM$721.9M
Discretionary$703.2M
Non-Disc.$18.8M
Employees19
Clients0
DateAug 2021
Total AUM$721.9M
Discretionary$703.2M
Non-Disc.$18.8M
Employees18
Clients0
DateJul 2021
Total AUM$721.9M
Discretionary$703.2M
Non-Disc.$18.8M
Employees17
Clients0
DateMar 2021
Total AUM$721.9M
Discretionary$703.2M
Non-Disc.$18.8M
Employees16
Clients0
DateNov 2020
Total AUM$605.3M
Discretionary$590.5M
Non-Disc.$14.8M
Employees16
Clients5
DateSep 2020
Total AUM$605.3M
Discretionary$590.5M
Non-Disc.$14.8M
Employees15
Clients5
DateAug 2020
Total AUM$605.3M
Discretionary$590.5M
Non-Disc.$14.8M
Employees14
Clients5
DateJul 2020
Total AUM$605.3M
Discretionary$590.5M
Non-Disc.$14.8M
Employees13
Clients5
DateMay 2020
Total AUM$605.3M
Discretionary$590.5M
Non-Disc.$14.8M
Employees14
Clients5
DateApr 2020
Total AUM$605.3M
Discretionary$590.5M
Non-Disc.$14.8M
Employees14
Clients5
DateMar 2020
Total AUM$672.4M
Discretionary$582.6M
Non-Disc.$89.8M
Employees14
Clients5
DateJan 2020
Total AUM$467.4M
Discretionary$465.7M
Non-Disc.$1.8M
Employees14
Clients11
DateOct 2019
Total AUM$467.4M
Discretionary$465.7M
Non-Disc.$1.8M
Employees15
Clients11
DateOct 2019
Total AUM$467.4M
Discretionary$465.7M
Non-Disc.$1.8M
Employees15
Clients11
DateAug 2019
Total AUM$467.4M
Discretionary$465.7M
Non-Disc.$1.8M
Employees15
Clients11
DateJun 2019
Total AUM$467.4M
Discretionary$465.7M
Non-Disc.$1.8M
Employees14
Clients11
DateJun 2019
Total AUM$467.4M
Discretionary$465.7M
Non-Disc.$1.8M
Employees13
Clients11
DateMar 2019
Total AUM$505.8M
Discretionary$465.1M
Non-Disc.$40.6M
Employees13
Clients11
DateFeb 2019
Total AUM$505.8M
Discretionary$465.1M
Non-Disc.$40.6M
Employees14
Clients11
DateJan 2019
Total AUM$496.3M
Discretionary$460.9M
Non-Disc.$35.5M
Employees15
Clients0
DateNov 2018
Total AUM$496.3M
Discretionary$460.9M
Non-Disc.$35.5M
Employees15
Clients0
DateOct 2018
Total AUM$496.3M
Discretionary$460.9M
Non-Disc.$35.5M
Employees15
Clients0
DateSep 2018
Total AUM$496.3M
Discretionary$460.9M
Non-Disc.$35.5M
Employees14
Clients0
DateJul 2018
Total AUM$496.3M
Discretionary$460.9M
Non-Disc.$35.5M
Employees13
Clients0
DateMar 2018
Total AUM$496.3M
Discretionary$460.9M
Non-Disc.$35.5M
Employees13
Clients0
DateMar 2018
Total AUM$496.3M
Discretionary$460.9M
Non-Disc.$35.5M
Employees13
Clients0
DateFeb 2018
Total AUM$496.3M
Discretionary$460.9M
Non-Disc.$35.5M
Employees13
Clients0
DateFeb 2017
Total AUM$364.2M
Discretionary$356.4M
Non-Disc.$7.8M
Employees13
Clients200
DateNov 2016
Total AUM$311.6M
Discretionary$304.8M
Non-Disc.$6.8M
Employees13
Clients200
DateOct 2016
Total AUM$311.6M
Discretionary$304.8M
Non-Disc.$6.8M
Employees13
Clients200
DateJun 2016
Total AUM$311.6M
Discretionary$304.8M
Non-Disc.$6.8M
Employees13
Clients200
DateMar 2016
Total AUM$311.6M
Discretionary$304.8M
Non-Disc.$6.8M
Employees13
Clients200
DateMar 2015
Total AUM$302.8M
Discretionary$293.9M
Non-Disc.$8.8M
Employees13
Clients200
DateJun 2014
Total AUM$261.4M
Discretionary$252M
Non-Disc.$9.5M
Employees11
Clients200
DateMar 2014
Total AUM$261.4M
Discretionary$252M
Non-Disc.$9.5M
Employees11
Clients200
DateNov 2013
Total AUM$350.3M
Discretionary$336.4M
Non-Disc.$13.9M
Employees13
Clients200
DateOct 2013
Total AUM$350.3M
Discretionary$336.4M
Non-Disc.$13.9M
Employees13
Clients200
DateJul 2013
Total AUM$350.3M
Discretionary$336.4M
Non-Disc.$13.9M
Employees13
Clients200
DateJun 2013
Total AUM$350.3M
Discretionary$336.4M
Non-Disc.$13.9M
Employees13
Clients200
DateMar 2013
Total AUM$350.3M
Discretionary$336.4M
Non-Disc.$13.9M
Employees13
Clients200
DateMar 2012
Total AUM$279.6M
Discretionary$268.6M
Non-Disc.$11M
Employees11
Clients200
DateMar 2009
Total AUM$189.7M
Discretionary$187.2M
Non-Disc.$2.5M
Employees10
Clients--
DateMar 2008
Total AUM$249M
Discretionary$246.5M
Non-Disc.$2.5M
Employees--
Clients--
DateMar 2007
Total AUM$206.1M
Discretionary$203.2M
Non-Disc.$2.9M
Employees--
Clients--
DateFeb 2007
Total AUM$165M
Discretionary$152M
Non-Disc.$13M
Employees--
Clients--
DateFeb 2007
Total AUM$165M
Discretionary$152M
Non-Disc.$13M
Employees--
Clients--
DateJan 2006
Total AUM$165M
Discretionary$152M
Non-Disc.$13M
Employees--
Clients--