← Back to searchVisit website
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD 104692 · SEC 801-11188
805 SOUTHWEST BROADWAY, SUITE 2100, PORTLAND, OR, 97205, United States
Phone
503-226-1444
Fax
503-226-3647
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.66B
Discretionary AUM
$10.66B
Team
68 total employees; 31 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $49.2M |
| High net worth individuals | 865 | $7.88B |
| Pension/profit sharing plans | 38 | $1.15B |
| Charitable organizations | 58 | $971.8M |
| Corporations/business entities | 38 | $607.7M |
States served
AZ, CA, GA, ID, IL, LA, MD, MN, MT, NV, NY, NC, OH, OR, TN, VA, WY, WA, TX, FL
All web addresses on file
- HTTPS://TWITTER.COM/FERGUSONWELLMAN
- https://m.youtube.com/user/FergusonWellman
- https://x.com/fergusonwellman
- HTTPS://WWW.LINKEDIN.COM/COMPANY/FERGUSON-WELLMAN-CAPITAL-MANAGEMENT/
- https://vimeo.com/user72635578
- https://www.instagram.com/fergusonwellman/
- HTTPS://FERGUSONWELLMAN.COM
- http://www.westbearinginvest.com
- HTTPS://WWW.FACEBOOK.COM/FERGUSONWELLMAN/
Official SEC filing: View on IAPD