Ferguson-Johnson Wealth Management, Inc.
● SEC registered since 1999CRD 109232SEC# 801-56625Rockville, MD
Reg. AUM
$316.4M
Employees
4
Accounts
575
Location
Rockville, MD
Ferguson-Johnson Wealth Management, Inc. assets under management
Ferguson-Johnson Wealth Management, Inc. is an SEC-registered investment adviser based in Rockville, MD. The firm has been registered since 1999. It reports $316.4 million in regulatory assets under management and employs 4 people.
Ferguson-Johnson Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek Matthew Johnson Control | Principal/Cco | Over 75% | 2014 |
| William Jonathan Powell | Financial Advisor | Under 5% | 2013 |
Frequently asked questions
How much does Ferguson-Johnson Wealth Management, Inc. manage?
Ferguson-Johnson Wealth Management, Inc. reports $316.4 million in regulatory assets under management on its Form ADV.
How many employees does Ferguson-Johnson Wealth Management, Inc. have?
Ferguson-Johnson Wealth Management, Inc. reports 4 employees.
Where is Ferguson-Johnson Wealth Management, Inc. located?
Ferguson-Johnson Wealth Management, Inc. is based in Rockville, MD and has been SEC-registered since 1999.
Does Ferguson-Johnson Wealth Management, Inc. disclose fund performance?
Ferguson-Johnson Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 51 Monroe St., Suite Pe 25, Rockville, MD 20850 |
| Phone | 301-670-0994 |
| Fax | 301-670-0996 |
| Office hours | 9a.m. - 4p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$316.4M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$316.4Mregulatory AUM
Discretionary $305.6MNon-discretionary $10.8M