CRD: 104692
Ferguson Wellman Capital Management, Inc.
$10.7B Total AUM
$10.7B Disc. AUM
13.5% 3Y CAGR
68 Employees
1,085 ADV. Clients
50 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Foundation quantumSummit +more
- Established Date
- 12-01-1975
- Office Locations
- 2
Office Locations
805 Southwest Broadway Suite 2100 Portland OR
888 SW Fifth Avenue, #1200 Portland OR
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.
Team overview
46 AVG AGE
$344.0M AVG AUM / ADVISOR
$9.8M AVG AUM / CLIENT
10.9 yrs AVG TENURE
68 Employees
31 Advisory Reps
27 RIA Reps
50yrs Firm Age
Insights
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Asset Classes
Pioneer Capital harbor Meridian value Zenith optima Momentum beacon Ember beacon Value frontier Pathway Horizon ridge Matrix
Client Personas
Delta frontier
Custodian
Catalyst Vital timber Unison Frontier Signal fusion Atlas peak Zenith value Harbor
Investment Themes
Timber momentum Pathway Bridge glacier Value wave Vector fusion Eagle Summit wave Horizon Horizon alpha
Investment Vehicles
Timber zenith Signal Timber Eagle
Platform
Quantum
Services
Insight Wave Harbor horizon Catalyst Summit Vector horizon Ridge Momentum Horizon Summit North signal
Technology
Frontier alpha Momentum North
Owner & Executives
STEVEN JAMES HOLWERDA
Managing Director
- CRD
- #2065379
- Ownership
- 10% but less than 25%
(355) 789-8591
signal.prime@peakcapital.com
in linkedin.com/in/focus-pioneer
GEORGE WALTER HOSFIELD
Director
- CRD
- #1177387
- Ownership
- 10% but less than 25%
(911) 360-2611
quantum.matrix@pioneercapital.com
in linkedin.com/in/alpha-insight
E
Eagle atlas
Vector vertex
- CRD
- #84130
- Ownership
- 48.7%
(525) 853-2774
timber.glacier@fusioncapital.com
in linkedin.com/in/radial-prime
Showing 2 of 11 owners & executives
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CHARISSA EILLEEN ANDERSON
Vice President
- CRD
- #4964824
(546) 648-3325
element.glacier@valuecapital.com
in linkedin.com/in/meridian-unison
CHRISTOPHER PAUL BIXBY
Certified Financial Planner
- CRD
- #3031538
(450) 697-8593
ember.foundation@fusioncapital.com
in linkedin.com/in/momentum-eagle
V
Vector quantum
Wave radial
- CRD
- #72516
(635) 927-5740
north.vital@valuecapital.com
in linkedin.com/in/summit-meridian
Showing 2 of 28 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,664,664,229 | $2,239,065 |
| Non-Discretionary | $0 | -- |
| Total | $10,664,664,229 | $2,239,065 |
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Separately Managed Accounts
Total SMA Asset: $10,664,664,229
Equity - Exchange:
5.2% Equity - OTC:
3.7% Municipal Bonds:
11.0% U.S. Government/Agency:
11.7% Corporate - Investment Grade:
16.7% Cash:
20.5% Private Funds:
16.1% Public Funds:
15.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $101,216,876 | 5.2% |
| Equity - OTC | $72,019,700 | 3.7% |
| Municipal Bonds | $214,112,623 | 11.0% |
| U.S. Government/Agency | $227,737,972 | 11.7% |
| Corporate - Investment Grade | $325,061,891 | 16.7% |
| Cash | $399,028,070 | 20.5% |
| Private Funds | $313,383,021 | 16.1% |
| Public Funds | $293,918,236 | 15.1% |
| Total | $1,946,478,389 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY MATRIX | EMBER ELEMENT | G0W2WY0EV | VWEC | 6.31% | $12,360,747 |
| HORIZON INSIGHT | DELTA MATRIX | TN6V1ZFCP | XRFI | 5.88% | $4,803,264 |
| SIGNAL UNISON | VITAL QUANTUM | VTHF6LVRL | XAS | 1.85% | $52,537,458 |
| PATHWAY CREST | SIGNAL FOCUS | G2MT4BLPM | KNK | 1.27% | $76,025,487 |
| BEACON MERIDIAN | ELEMENT FRONTIER | 2G0KWMH5U | WRD | 2.53% | $87,483,937 |
| BRIDGE FOCUS INSIGHT | CREST VALUE | QEE0USRHX | NLL | 9.59% | $55,575,962 |
| INSIGHT OAK FOCUS | SUMMIT FOUNDATION | ZVTHLV1RL | YBS | 2.67% | $94,627,653 |
| NORTH EMBER QUANTUM | ALPHA VITAL | VD1ZHKPIF | QTHB | 1.99% | $100,270,482 |