F
CRD: 106695
Ferguson, Andrews Investment Advisers, INC
Charlottesville, VA
4342937944
$99.7M Total AUM
$99.7M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-19-1994
- Office Locations
- 1
Office Locations
-- Charlottesville VA
About Ferguson, Andrews Investment Advisers, INC
Ferguson, Andrews Investment Advisers, INC is a Charlottesville-based RIA. The firm has been operating for 31 years. Managing $99.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$99.7M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
31.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Atlas
Client Personas
Summit insight
Owner & Executives
J
JAY GRAY FERGUSON
Chief Compliance Officer, Director, Owner, President
- CRD
- #2374361
- Ownership
- 75% or more
(892) 902-8891
atlas.eagle@quantumcapital.com
in linkedin.com/in/meridian-atlas
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,660,000 | $570,504 |
| Non-Discretionary | $0 | -- |
| Total | $99,660,000 | $570,504 |
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Separately Managed Accounts
Total SMA Asset: $99,660,000
Equity - Exchange:
20.4% U.S. Government/Agency:
44.0% Cash:
35.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,069,337,227 | 20.4% |
| U.S. Government/Agency | $2,306,413,627 | 44.0% |
| Cash | $1,866,098,298 | 35.6% |
| Total | $5,241,849,152 | 100.0% |