Ferguson Wellman Capital Management, Inc.

RIASEC RegisteredEst. 1975

Total AUM

$10.7B

Discretionary

$10.7B

100% of AUM

Avg account

$2.2M

Accounts

4,763

Employees

Advisory reps

Firm details

Headquarters: Portland, Oregon
CRD number: 104692
Registered since: December 1, 1975
Website: www.fergusonwellman.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI73.92%
Pension & Profit Sharing Plans10.81%
Charitable Organizations9.11%
Corporations / Businesses5.7%
Individuals0.46%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ferguson Wellman Capital Management, Inc. is an independent, SEC-registered registered investment adviser that has operated since 1975. The firm acts as a capital allocator for a mix of high-net-worth individuals, families and institutional clients, charging fees as a percentage of assets under management. Core services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. The firm identifies as an active ESG investor, incorporating environmental, social and governance considerations into its investment process. Ferguson Wellman has received repeated industry recognition, including repeated placements on Barron’s Top 100 RIA lists (2021–2025), multiple CNBC Top 100 Financial Advisory Firm nods (2019, 2020, 2022, 2025), and listings in outlets such as Forbes, FA Magazine and Citywire.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities70%
Non-Exchange Traded Equities9%
State & Local Bonds9%
US Government Bonds5%
Investment Grade Corp Bonds4%

Owners & executives

2 of 2

George Hosfield
Director and Chief Investment OfficerCRD 1177387
Ezra Kover
Chief Compliance OfficerCRD 6601411

Contacts

3 of 26

Peter Jones
Senior Vice PresidentCRD 6067971
Charissa Anderson
Senior Vice President, Portfolio and Wealth ManagementCRD 4964824
Krystal Daibes
Vice PresidentCRD 5703104