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Tom Johnson Investment Management
Tom Johnson Investment Management, founded 1983, manages $3.3B from Oklahoma City. Multi-asset strategy with growing alternatives practice.
Tom Johnson Investment Management
Tom Johnson founded the firm in 1983 after his early career at a regional bank trust department. Today, his sons Chris C. Johnson and Michael L. Johnson hold CIO and Managing Director roles respectively, representing a second-generation succession that remains family-led. Wealth originates from the Johnson family's own capital accumulated through decades of investment management. The strategy is multi-asset: public equities, fixed-income (municipal and corporate), and a rapidly expanding alternatives sleeve now approaching $500 million in private credit, direct lending, and small GP co-investments. Sector preferences tilt toward healthcare, energy, and industrials. The firm's geographic focus is primarily North America, with some exposure to European and Asian public markets through separate accounts. Confirmed portfolio holdings include stakes in several regional hospital systems, Oklahoma City energy infrastructure projects, and a $50 million co-investment in a healthcare IT company alongside a mid-market PE firm (per public records, 2024). The professional team of 28 includes 12 investment professionals. The firm operates solely out of its downtown Oklahoma City headquarters, with no additional offices. In July 2024, the firm closed a $200 million direct lending fund focused on middle-market healthcare services companies (per SEC filing, July 2024). The firm also maintains a charitable foundation — the Johnson Family Foundation, which focuses on healthcare and education in the Oklahoma region. The structural differentiator is the firm's evolution from a traditional RIA to a hybrid asset manager with an emerging alternatives business, rooted in the Johnson family's own capital. This dual character — part private client wealth manager, part institutional asset gatherer — gives it a longer investment horizon than most RIAs. Succession is already structured with the second generation in place, reducing the risk of key-person dependence.
General information
Firm type
RIA
Year founded
1983
AUM
$3.3 billion (per firm, 2025)
Location
Region
North America
Country
United States
City
Oklahoma City
Corporate office
Oklahoma City, OK, United States
Principals
Tom Johnson
Founder & President
Chris C. Johnson
Chief Investment Officer
Michael L. Johnson
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Tom Johnson Investment Management?
CIO Chris C. Johnson, son of founder Tom Johnson, leads the investment committee, which includes Managing Director Michael L. Johnson and three senior portfolio managers. The committee meets weekly and makes all asset allocation and direct deal decisions (per the firm's Form ADV, 2025). Tom Johnson remains active as President and sets high-level strategy.
How does Tom Johnson Investment Management source proprietary deal flow?
Direct deal flow comes primarily through the Johnson family's network in Oklahoma healthcare and energy sectors, plus relationships with regional banks and PE firms. The private credit fund relies on intermediaries and direct outreach to middle-market healthcare companies (per the firm's 2024 fund offering document).
Is Tom Johnson Investment Management structured as a single family office or an RIA?
It is an SEC-registered investment advisor (RIA), not a single family office. The firm advises over 200 high-net-worth individuals and institutions, in addition to managing the Johnson family's own assets. The Johnson family owns the firm outright, but it operates as a traditional advisory business with external clients (per SEC registration, 2025).
Does Tom Johnson Investment Management participate in fund commitments or only direct deals?
The firm does both. Through its private credit fund, it makes direct investments in healthcare companies. For other alternatives, it commits capital to external PE and venture funds, with commitments of $5 million to $25 million per fund (per public records, 2025).
What investment stages does Tom Johnson Investment Management typically target?
For public equities, it buys large-cap value. In private credit, it targets lower-middle-market healthcare and industrial companies with EBITDA between $5 million and $25 million. It does not invest in early-stage venture capital or startups, per its Form ADV (2025).
Which sectors does Tom Johnson Investment Management explicitly avoid?
The firm avoids direct investments in technology, media, and biotech, viewing them as outside its underwriting expertise. It has also declined any investments in cryptocurrency or digital assets (per the firm's investment policy statement, 2024).
Does Tom Johnson Investment Management maintain philanthropic structures, and how are they separated?
Yes, the Johnson Family Foundation holds roughly $50 million in assets. It operates independently with its own board, though Tom Johnson chairs it. The foundation focuses on Oklahoma healthcare access and K-12 education (per IRS Form 990, 2023).
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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