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- Custodian
- American Funds · Assetmark
- Clients
- Retail
- Platforms
- Vital ridgeTimber +more
- Established Date
- 02-28-2023
- Office Locations
- 1
Office Locations
About Ferguson Financial Advisors
Ferguson Financial Advisors is an independent RIA focused on individuals approaching or in retirement, providing comprehensive retirement income, investment, tax, health-care/Medicare, and legacy planning. Portfolios are personalized to client risk and time horizon, using a broad toolkit with cost-efficient strategies across ETFs, mutual funds, and investment-grade fixed income. The firm uses Nitrogen risk scoring and coordinates with clients’ tax preparers and estate attorneys.
Team overview
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Investment Vehicles
Platform
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Owner & Executives
DENNIS WORKMAN FERGUSON
Chief Compliance Officer, Managing Member, President
- CRD
- #4301004
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,835,075 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,835,075 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,835,075
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $405,123,625 | 19.1% |
| Equity - Exchange | $687,225,417 | 32.4% |
| Corporate - Investment Grade | $791,157,656 | 37.3% |
| U.S. Government/Agency | $237,559,404 | 11.2% |
| Total | $2,121,066,102 | 100.0% |