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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Ridge deltaAtlas
- 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.
Team overview
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Custodian
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Platform
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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%
Harbor crest
Beacon vital
- CRD
- #94034
- Ownership
- 13.2%
Showing 2 of 3 owners & executives
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James Boswell
Director
- CRD
- #6816944
Karyn McMenamin Cravens
--
- CRD
- #2832983
Peak legacy
Vector unison peak
- CRD
- #48826
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
Total SMA Asset: $415,195,355
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $822,770,851 | 30.0% |
| Public Funds | $628,048,416 | 22.9% |
| Cash | $510,117,928 | 18.6% |
| Other | $781,632,309 | 28.5% |
| Total | $2,742,569,504 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER MATRIX | MOMENTUM SIGNAL | AH4SONXP8 | ALLKD | 10.31% | $76,712,171 |
| ELEMENT CATALYST | VERTEX ALPHA | 6LP7JM13I | QZR | 7.95% | $64,354,978 |
| EAGLE LEGACY PATHWAY | FUSION CATALYST | J6CO6TPTG | CCUF | 12.49% | $46,707,649 |
| ALPHA FOUNDATION BEACON | PIONEER BEACON | ZRIEXWH9I | RLBKI | 7.67% | $6,577,679 |
| BRIDGE RADIAL | CREST RIDGE | 4MRHPZR1T | PIUM | 0.71% | $87,502,469 |
| MOMENTUM PATHWAY | NORTH ALPHA | OG4CAB3W9 | JKP | 1.30% | $57,356,520 |
| ALPHA CREST | TIMBER MOMENTUM | DAW714I1B | POA | 10.31% | $109,624,388 |
| SUMMIT DELTA | FOUNDATION LEGACY | R81T3YWI2 | MUDE | 5.91% | $17,674,288 |