RIA · CRD 171168SEC-Registered

Updated:

Johnson Brunetti

JOHNSON BRUNETTI is an SEC-registered investment adviser in WETHERSFIELD, CT, registered since 2014. The firm manages approximately $2.8 billion in assets.

Johnson Brunetti

JOHNSON BRUNETTI is an SEC-registered investment adviser in WETHERSFIELD, CT, registered since 2014. The firm manages approximately $2.8 billion in assets. It has 64 employees and 36 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Sector focus

Wealth ManagementRetirement PlanningEstate PlanningInsurance

Frequently asked questions

Who runs investment decisions at Johnson Brunetti?

The firm does not publicly name a CIO or investment committee in its public-facing materials. Investment decisions are likely made by financial advisors or a planning team within the firm.

How does Johnson Brunetti source proprietary deal flow?

The firm does not engage in private equity or venture capital investing. It directs client assets into third-party managed accounts, mutual funds, annuities, and insurance products — no proprietary deals.

Is Johnson Brunetti structured as a family office or an RIA?

Johnson Brunetti is a registered investment advisor (RIA) serving retail retirement clients, not a family office. Its structure and regulatory filing match a financial planning and wealth management firm.

Does Johnson Brunetti participate in fund commitments or only direct deals?

The firm does not commit to funds or execute direct private market deals. Its practice centers on retirement planning, insurance products, and managed portfolios from third-party providers.

What investment stages does Johnson Brunetti typically target?

Johnson Brunetti does not target investment stages in the traditional venture or growth equity sense. It manages capital for individuals in or near retirement, focusing on income generation and capital preservation.

Which sectors does Johnson Brunetti explicitly avoid?

The firm does not publicly state any sector exclusions. However, its offerings suggest a primary focus on insurance-linked and fixed-income strategies, with no public involvement in alternative assets.

Where does the underlying wealth come from?

Client wealth comes from retail pre-retiree and retiree households in New England, accumulated through careers, pensions, and personal savings rather than institutional or corporate wealth origins.

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