CRD: 104692
Ferguson Wellman Capital Management, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-01-1975
- Office Locations
- 2
Office Locations
About Ferguson Wellman Capital Management, Inc.
Ferguson Wellman Capital Management is an independent Portland, Oregon investment firm serving retail and institutional clients with disciplined portfolio management alongside financial/wealth planning (tax and estate planning). Investment work spans diversified allocations using ETFs, mutual funds, fixed income and select alternatives. The firm publishes regular outlooks, strategy videos and an annual report, and expanded regionally by acquiring Vancouver, WA-based Great Northern Asset Management effective Jan. 1, 2026.
Reported data analysis
What the numbers show
Between April 17, 2025 and June 9, 2026, reported AUM increased 18.6%, from $9.0B to $10.7B.
Across 5 reported observations, AUM increased 30.1% between March 18, 2022 and June 9, 2026, from $8.2B to $10.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 31 advisory representatives and 1,085 clients, or 35 clients per representative. That equates to $9.8M in reported AUM per client.
The profile lists 2 reported office locations and 50 years in operation. The source data was last updated on June 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Ferguson Wellman Capital Management, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Ferguson Wellman Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN JAMES HOLWERDA
Managing Director
- CRD
- #2065379
- Ownership
- 10% but less than 25%
GEORGE WALTER HOSFIELD
Director
- CRD
- #1177387
- Ownership
- 10% but less than 25%
Showing 2 of 11 owners & executives
Unlock allContacts
CHARISSA EILLEEN ANDERSON
Vice President
- CRD
- #4964824
CHRISTOPHER PAUL BIXBY
Certified Financial Planner
- CRD
- #3031538
Showing 2 of 28 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,664,664,229 | $2,239,065 |
| Non-Discretionary | $0 | -- |
| Total | $10,664,664,229 | $2,239,065 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Ferguson Wellman Capital Management, Inc. has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Ferguson Wellman Capital Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing