Ferguson Wellman Capital Management, Inc.
Registered investment advisor · Portland, Oregon · CRD #104692
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Ferguson Wellman Capital Management, Inc.
Ferguson Wellman Capital Management, Inc. is a SEC-registered investment advisory firm headquartered in Portland, Oregon, managing approximately $10.7B in regulatory assets across 4,763 client accounts. The firm's full regulatory record is filed with the SEC under CRD #104692.
Fee Structure
Frequently Asked Questions
What is Ferguson Wellman Capital Management, Inc.'s AUM?
Ferguson Wellman Capital Management, Inc. reports approximately $10.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Ferguson Wellman Capital Management, Inc. headquartered?
Ferguson Wellman Capital Management, Inc. is headquartered in Portland, Oregon.
What is Ferguson Wellman Capital Management, Inc.'s CRD number?
Ferguson Wellman Capital Management, Inc.'s CRD number is 104692. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Ferguson Wellman Capital Management, Inc. manage?
Ferguson Wellman Capital Management, Inc. manages approximately 4,763 client accounts according to its latest SEC filing.
Is Ferguson Wellman Capital Management, Inc. SEC registered?
Yes, Ferguson Wellman Capital Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.
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