Ferguson Wellman Capital Management, Inc.
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 104692
· SEC file 801-11188
· Portland, OR
· TWITTER.COM
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ADV data as of Jun 09, 2026
- Regulatory AUM
- $10.7B
- Discretionary
- $10.7B
- Clients
- 1,085
- Avg AUM / client
- $9.8M
- Accounts
- 4,763
- Employees
- 68
AUM over time
$2.9B
$10.7B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 86 | $49.2M | 0.46% |
| High net worth individuals | 865 | $7.9B | 73.9% |
| Pension and profit sharing plans | 38 | $1.2B | 10.8% |
| Charitable organizations | 58 | $972M | 9.11% |
| Corporations and other businesses | 38 | $608M | 5.7% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Harrison Electrical Workers Trust Fund EIN 936023048 | Portland, OR | 12/31/2024 |
| Sky Lakes Medical Center Foundation Inc EIN 930946020 | Klamath Falls, OR | 09/30/2024 |
| St Marys Home EIN 930391626 | Beaverton, OR | 06/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Northwest Sheet Metal Workers Pension Plan B Of T, Northwest Sheet Metal Workers Pension Plan | 2024 | |
| Cornell Hart Pension Plan Board Of Trustees, Cornell Hart Pension Plan | 2024 | |
| Brown & Brown, Inc Employee Savings Plan Brown & Brown, Inc. | 2024 | |
| Jeffer Mangels Butler & Mitchell Llp Profit Sharing And 401(k) Plan Jeffer Mangels Butler & Mitchell Llp | 2024 | |
| Tonkon Torp Llp Profit Sharing And 401(k) Plan Tonkon Torp Llp Profit Sharing And 401(k) Plan | 2024 | |
| Broadway Medical Clinic, Llp 401(k) Profit Sharing Plan Broadway Medical Clinic, Llp | 2024 | |
| Gem State Radiology Profit Sharing Plan Gem State Radiology Llp | 2024 | |
| All Alaska Longshore Pension Plan Bot,All Ak Longshore Pension Fund | 2024 | |
| Teamsters Food Processors Money Purchase Pension Trust Board Of Trustees, Teamsters Food Processors | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (29)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Walter Hosfield | Chief Investment Officer Director | CFA | Nov 1991 (35y) | 10% – 25% |
| Dean Milan Dordevic | Principal | Apr 1994 (32y) | 5% – 10% | |
| Steven James Holwerda | Managing Director | CFA | Jan 1997 (30y) | 10% – 25% |
| Ralph Willard Cole | Director | CFA | Dec 1999 (27y) | 5% – 10% |
| Jason David Norris | Director | CFA | Apr 2003 (23y) | 5% – 10% |
| Nathan Miller Ayotte | Principal | CFP | Aug 2008 (18y) | 5% – 10% |
| Bradley Hunter Houle | Principal | CFA | Mar 2013 (13y) | 5% – 10% |
| Joshua D Frankel | Director | CFP | Jul 2013 (13y) | 5% – 10% |
| Kralj, Mark, Joseph | Shareholder | Dec 2019 (7y) | 5% – 10% | |
| Kover, Ezra, W | Chief Compliance Officer | Sep 2021 (5y) | Less than 5% | |
| Mary Elizabeth Lago | Principal | Dec 2021 (5y) | 5% – 10% | |
| Tari L Kinateder | Principal | Dec 2021 (5y) | 5% – 10% | |
| James Anthony Coats | Registered representative | May 2006 (20y) | ||
| Scott William Christianson | Registered representative | CFP | Mar 2014 (12y) | |
| Blaine Grove Dickason | Registered representative | Dec 2018 (8y) | ||
| Samantha Lee Pahlow | Registered representative | Jan 2019 (8y) | ||
| Charissa Eilleen Anderson | Registered representative | CFP | Jul 2019 (7y) | |
| Peter Davis Jones | Registered representative | CFA | Jul 2019 (7y) | |
| Christopher Paul Bixby | Registered representative | CFP | Aug 2021 (5y) | |
| Nathan James Putnam | Registered representative | Nov 2021 (5y) | ||
| Joseph Paul Herrle | Registered representative | CFA | Mar 2022 (4y) | |
| Alex Mitchell Harding | Registered representative | CFA | Apr 2022 (4y) | |
| Casia Leigh Chappell | Registered representative | CFP | Jan 2023 (4y) | |
| Brett Patrick Norris | Registered representative | CFP | Apr 2023 (3y) | |
| Tyler P Conroy | Registered representative | CFP | Apr 2023 (3y) | |
| Krystal Nimeh Daibes | Registered representative | CFA | Feb 2024 (2y) | |
| Tamara Anne Oglesby | Registered representative | Jan 2026 (1y) | ||
| Sheri Marie Sanders | Registered representative | Mar 2026 (0y) | ||
| Reilly Louise Blood | Registered representative | CFP | Apr 2026 (0y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (10)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Northwest Sheet Metal Workers Pension Plan | B Of T, Northwest Sheet Metal Workers Pension Plan | 4,885 | $1.7B | 05/01/2024 |
| Cornell Hart Pension Plan | Board Of Trustees, Cornell Hart Pension Plan | 1,685 | $102M | 04/01/2024 |
| Brown & Brown, Inc Employee Savings Plan | Brown & Brown, Inc. | 12,393 | $1.8B | 01/01/2024 |
| Jeffer Mangels Butler & Mitchell Llp Profit Sharing And 401(k) Plan | Jeffer Mangels Butler & Mitchell Llp | 180 | $151M | 01/01/2024 |
| Tonkon Torp Llp Profit Sharing And 401(k) Plan | Tonkon Torp Llp Profit Sharing And 401(k) Plan | 178 | $143M | 01/01/2024 |
| Broadway Medical Clinic, Llp 401(k) Profit Sharing Plan | Broadway Medical Clinic, Llp | 86 | $15.8M | 01/01/2024 |
| Gem State Radiology Profit Sharing Plan | Gem State Radiology Llp | 138 | $30.9M | 01/01/2024 |
| All Alaska Longshore Pension Plan | Bot,All Ak Longshore Pension Fund | 346 | $124M | 01/01/2024 |
| Teamsters Food Processors Money Purchase Pension Trust | Board Of Trustees, Teamsters Food Processors | 126 | $7.2M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (3)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Harrison Electrical Workers Trust Fund | Public charity | $457M | 12/31/2024 |
| Sky Lakes Medical Center Foundation Inc | Public charity | $30.5M | 09/30/2024 |
| St Marys Home | Public charity | $31.3M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $9.3B (87% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 09, 2026.
View current Form ADV (SEC/IAPD) ↗