Willis Johnson & Associates, Inc.
Willis Johnson & Associates, Inc. is a Houston-based, SEC-registered investment adviser and wealth management firm founded in the early 2000s. The firm specializes in serving corporate professionals and high-net-worth individuals, primarily helping current and former corporate professionals with comprehensive financial planning, investment management, tax strategy, and estate planning. As of 2025, the firm manages over $1.4 billion in client assets, serves over 500 clients, and employs about 23 staff members, focusing on personalized and fee-only fiduciary advice.
Investment Strategy
Willis Johnson & Associates employs a comprehensive fiduciary approach rooted in behavioral finance, providing strategic low-cost investment solutions tailored to each client. The firm emphasizes long-term, objective planning over impulsive, short-term decisions and constructs portfolios based on leading economic research. As a fee-only, RIA-only firm, WJA selects investments in the best interest of clients—without product sales, commissions, or hidden fees. They supplement investment management with advice on benefits optimization, retirement planning, and tax-aware strategies to help clients achieve holistic financial success.
Top Holdings
Equity Positions (166)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 15.81% | $232.7M | 2,441,746 | $64.18 | $95.32 | +$44.8M |
S SPYV | SPDR SERIES TRUST | 15.62% | $229.9M | 4,392,930 | $41.71 | $52.34 | +$18.8M |
V VGK | VANGUARD INTL EQUITY INDEX F | 8.36% | $123.1M | 1,588,040 | $63.69 | $77.50 | +$14.8M |
V VWO | VANGUARD INTL EQUITY INDEX F | 5.48% | $80.7M | 1,630,927 | $45.61 | $49.46 | +$11.0M |
I IJK | ISHARES TR | 4.22% | $62.2M | 683,375 | $75.04 | $90.98 | +$8.2M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | Bought | Call | $821.5K | 52 | $157.99 | $153.07 | +45 | +$745.7K |