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Ferguson Wellman Capital Management, Inc.

● SEC registered since 1975CRD 104692SEC# 801-11188Portland, OR
Export (members)
Reg. AUM
$8.99B
Employees
63
Accounts
4,418
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 $9 billion in regulatory assets under management and employs 63 people.

Ferguson Wellman Capital Management, Inc. owners & executives

11 reported
NameTitleOwnershipSince
Bradley Hunter Houle ControlPrincipal5-10%2021
Dean Milan Dordevic ControlPrincipal5-10%1997
Ezra W KoverChief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Ferguson Wellman Capital Management, Inc. manage?

Ferguson Wellman Capital Management, Inc. reports $9 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 63 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

Address888 SW 5th Ave Ste 1200, Suite 2100, Portland, OR 97204
Phone503-226-1444
Fax503-226-3647
Office hours7:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK869353
Discloses disciplinary historyNo

Assets under management

Discretionary$8.99B
Non-discretionary$0
Total (RAUM)$8.99B