Ferguson Wellman Capital Management, Inc.

RIASEC Registered

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 registered investment adviser that has been SEC registered since 1975. The firm operates as a fee-based advisor charging a percentage of assets under management and serves both individual/family and institutional clients. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers; the firm also acts as a capital allocator to outside managers. Ferguson Wellman identifies as an active ESG investor and is owned by individuals rather than a larger corporate parent. The firm has received repeated industry recognition, including listings on Barron’s Top 100 RIA lists (multiple years 2021–2025), CNBC Top 100/Elite Advisor mentions (2019–2026), Forbes (2024), FA Magazine (2020), and Citywire (2023).