Ferguson Wellman Capital Management, Inc.
● SEC registered since 1975CRD 104692SEC# 801-11188Portland, OR
Reg. AUM
$10.66B
Employees
68
Accounts
4,763
Location
Portland, OR
Ferguson Wellman Capital Management, Inc. assets under management
Ferguson Wellman Capital Management, Inc. is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 1975. It reports $10.7 billion in regulatory assets under management and employs 68 people.
Ferguson Wellman Capital Management, Inc. owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Hunter Houle Control | Principal | 5-10% | 2021 |
| Dean Milan Dordevic Control | Principal | 5-10% | 1997 |
| Ezra W Kover | Chief Compliance Officer | Under 5% | 2021 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ferguson Wellman Capital Management, Inc. manage?
Ferguson Wellman Capital Management, Inc. reports $10.7 billion in regulatory assets under management on its Form ADV.
How many employees does Ferguson Wellman Capital Management, Inc. have?
Ferguson Wellman Capital Management, Inc. reports 68 employees.
Where is Ferguson Wellman Capital Management, Inc. located?
Ferguson Wellman Capital Management, Inc. is based in Portland, OR and has been SEC-registered since 1975.
Does Ferguson Wellman Capital Management, Inc. disclose fund performance?
Ferguson Wellman Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 805 Southwest Broadway, Suite 2100, Portland, OR 97205 |
| Phone | 503-226-1444 |
| Fax | 503-226-3647 |
| Office hours | 7:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 869353 |
| Discloses disciplinary history | No |
Regulatory AUM
$10.66B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$10.66Bregulatory AUM
Discretionary $10.66B