BJ
BJ

Bryce Carroll Johnson

15 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
1,874 clients
Average Client Portfolio
$647K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$750K
Minimum Annual Fee:$10,000
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Location

32186 Castle Court, 3rd Floor, Evergreen, CO, 80439

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fortis Capital Advisors, LLC
July 2025 - Present · 7 mos
Risemint
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Coretactic Strategies
September 2017 - December 2017 · 3 mos
Private Client Wealth Advisors, LLC
February 2015 - July 2017 · 2 yrs 5 mos
Investment Research CORP
January 2010 - February 2015 · 5 yrs 1 mo
State Registrations5 states
CACONYOHPA
Advisor
Exams
No exam information available for this advisor.
Bryce Carroll Johnson - Financial Advisor | TrueAdvisor