Ferguson Wellman Capital Management Review


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Ferguson Wellman Capital Management, federally registered in 1975, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 19 advisors. Ferguson Wellman Capital Management manages $5.2 billion and provides investment advisory services for 639 clients (1:34 advisor/client ratio).

Ferguson Wellman Capital Management requires a $3,000,000 minimum investment.

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Managed Investing


Feature Value
Minimum Investment $3,000,000
Avg Account Balance $8,063,020
Hybrid Advisor No
Disciplinary History No
Total AUM $5.2 billion
Advisor / Client Ratio 1:34
Headquarters 888 SW 5th Ave Ste 1200 Portland, OR 97204
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