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Johnson & Shute
Founded in 1975, Johnson & Shute operates as a Certified Public Accounting firm and registered investment advisor from a single office in Bellevue,...
Johnson & Shute
Founded in 1975, Johnson & Shute operates as a Certified Public Accounting firm and registered investment advisor from a single office in Bellevue, Washington. The firm advises high-net-worth individuals, closely held businesses, pension plans, trusts, and charitable organizations, integrating investment management with tax planning and compliance. Its principals, including George Johnson, anchor a practice built on multi-decade client relationships across the Pacific Northwest. The firm's investment advisory services sit alongside core CPA capabilities in tax compliance, financial reporting, and business consulting. Clients typically come from sectors including real estate development, healthcare services, professional services, construction, and manufacturing. Johnson & Shute does not structure separate venture or private equity vehicles, but its advisory reach extends into retirement plan consultation for small and mid-size business owners. While its website publishes ongoing commentary on topics like agentic AI workflows and IRS audit readiness, the firm has not publicly disclosed specific portfolio holdings or co-investment partners. Johnson & Shute maintains headcount that spans senior shareholders, staff accountants, and administrative support, with specialization across tax, assurance, and client advocacy. The firm belongs to the American Institute of CPAs and the Washington Society of CPAs. Its latest peer review — completed in 2025 — received a clean report. In May 2026, the firm published thought leadership on the tax implications of data center projects, signaling active interest in infrastructure-adjacent client advisory. Johnson & Shute's structural differentiator lies in its integrated CPA–investment advisor model tailored to single-owner businesses and their families rather than institutional allocators. Unlike standalone wealth managers, the firm's investment decisions and portfolio oversight live inside the same entity that prepares a client's business and personal tax filings — granting a consolidated view of cash flows, entity structure, and intergenerational transfer that third-party RIAs rarely possess.
General information
Firm type
Bank / Wealth / Trust
Year founded
1975
AUM
$115M (Altss estimate)
Location
Region
North America
Country
United States
City
Bellevue
Corporate office
Bellevue, WA, United States
Sector focus
Frequently asked questions
How does Johnson & Shute structure its investment advisory services?
Investment advisory sits inside the same CPA firm that handles clients' tax compliance, business consulting, and estate planning. This creates a bundled model where portfolio management and tax strategy are executed by professionals sharing a single client file. The firm is registered as an investment advisor and serves individuals, trusts, pension plans, and charitable organizations.
Is Johnson & Shute a single family office or a multi-family office?
It is neither. Johnson & Shute is a certified public accounting firm that operates a registered investment advisory practice. It serves multiple high-net-worth families and business owners but does not brand itself as a family office. The architecture is that of a professional services partnership, not a dedicated single-family vehicle.
What types of clients does the firm typically serve?
The firm focuses on high-net-worth individuals and closely held businesses across real estate development, healthcare services, professional services, construction, and manufacturing. It also advises pension and profit-sharing plans, trusts, estates, and charitable organizations. Client relationships often span both the business and the owner's personal financial planning.
Does Johnson & Shute participate in direct private investments or fund commitments?
There is no public evidence that the firm structures direct private investments, SPVs, or fund commitments. Its investment advisory services appear oriented toward traditional portfolio management for individuals and retirement plans rather than institutional co-investing or venture capital allocation.
Who leads investment and tax strategy at the firm?
The firm's principals are senior shareholders who are practicing CPAs. George Johnson is a named founder who continues to lecture on tax matters and advise other CPAs. The team page lists specialists in tax compliance, business consulting, and assurance services, but the firm has not publicly designated a separate CIO or investment committee chair.
How are the accounting practice and the investment advisor registered?
Johnson & Shute participates in the AICPA Peer Review program and holds membership in the Washington Society of CPAs and the American Institute of CPAs. Its latest peer review, completed in 2025, received a clean report. The affiliated investment advisory entity is regulated under applicable SEC or state registration, though the firm does not publish its Form ADV link on its website.
What is the firm's geographic focus?
Operations center on the Pacific Northwest from a single office in Bellevue, Washington. The client base is regional, and the firm has not disclosed additional offices or expansion into other US markets. Its proximity to Seattle's technology and real estate ecosystem shapes the industry concentrations visible in its practice area descriptions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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