Ferguson Wellman Capital Management, INC.
Portland, OR·SEC-registered · CRD #104692
Ferguson Wellman Capital Management, INC. is an SEC-registered investment advisory firm in Portland, OR managing $11B across 4.8k client accounts, with 31 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$11B
Client accounts
4.8k
Advisory staff
31
Fee model
Fee-only
How Ferguson Wellman Capital Management, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Ferguson Wellman Capital Management, INC.
How much does Ferguson Wellman Capital Management, INC. manage?
Per its most recent SEC Form ADV filing (06/09/2026), Ferguson Wellman Capital Management, INC. reports $11B in regulatory assets under management across roughly 4.8k client accounts.
How does Ferguson Wellman Capital Management, INC. charge?
Ferguson Wellman Capital Management, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Ferguson Wellman Capital Management, INC. a fiduciary?
Yes. Ferguson Wellman Capital Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #104692), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Ferguson Wellman Capital Management, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Ferguson Wellman Capital Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Portland, OR
Profile compiled from Ferguson Wellman Capital Management, INC.'s public SEC Form ADV filing (CRD #104692, filed 06/09/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ferguson Wellman Capital Management, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Ferguson Wellman Capital Management, INC.? Claim this profile.