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Ferguson Wellman Capital Management Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Ferguson Wellman Capital Management, registered in 1975, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 24 advisors. Ferguson Wellman Capital Management manages $6.0 billion and provides investment advisory services for 848 clients (1:36 advisor/client ratio).

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Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 20
Minimum Investment $3,000,000
Average Client Balance $7,030,234
Total AUM $6.0 billion
Advisor / Client Ratio 1:36
Headquarters 888 SW 5th Ave Ste 1200 Portland, OR 97204
SEC Filings View SEC IAPD CRD #104692
State(s) Registered AZ, CA, FL, ID, LA, NY, OH, OR, TX, WA


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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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