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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-06-2018
- Office Locations
- 4
Office Locations
About Ferguson Shapiro LLC
Ferguson Shapiro is a Decatur, GA wealth management and insurance firm providing customized planning and investment management alongside insurance planning and employee benefits consulting. The team serves professionals (including doctors and lawyers), retirees, and business owners, with an emphasis on savings strategies and coordinated wealth transitioning/legacy planning with tax and legal partners. Portfolios are primarily implemented with ETFs and mutual funds, with custody at Charles Schwab.
Reported data analysis
What the numbers show
Between August 28, 2025 and May 20, 2026, reported AUM increased 14.8%, from $361.8M to $415.2M.
Across 5 reported observations, AUM increased 51.5% between April 7, 2022 and May 20, 2026, from $274.1M to $415.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 332 clients, or 66.4 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 4 reported office locations and 8 years in operation. The source data was last updated on May 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
KEVIN MICHAEL FERGUSON
Chief Compliance Officer, Principal
- CRD
- #2658735
- Ownership
- 75% or more
MAURY ALAN SHAPIRO
Partner
- CRD
- #1408322
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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James Boswell
Director
- CRD
- #6816944
Karyn McMenamin Cravens
--
- CRD
- #2832983
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $415,195,355 | $416,863 |
| Non-Discretionary | $0 | -- |
| Total | $415,195,355 | $416,863 |
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Separately Managed Accounts
SMA allocation detail is available
Ferguson Shapiro LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
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Ferguson Shapiro LLC's 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.