Ferguson Wellman Capital Management

Is this your firm? Verify your profile

Trust Score 98%
Trust Score  info_outline

Ferguson Wellman Capital Management, federally registered in 1975, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 22 advisors. Ferguson Wellman Capital Management manages $5.0 billion and provides investment advisory services for 832 clients (1:38 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor James Harold Rudd
Avg Advisor Trust Score 97
Avg Advisor Years Registered 14
Minimum Investment $3,000,000
Average Client Balance $5,968,516
Total AUM $5.0 billion
Advisor / Client Ratio 1:38
Headquarters 888 SW 5th Ave Ste 1200 Portland, OR 97204
SEC Filings Forms and Brochures    (CRD # 104692)
State(s) Registered AZ, CA, FL, ID, LA, NY, OH, OR, TX, WA

Questions & Answers

Get answers about Ferguson Wellman Capital Management

Ask a question question_answer