Ferguson Johnson Wealth Management, Inc.
- Regulatory AUM
- $316M
- Discretionary
- $306M
- Clients
- 198
- Avg AUM / client
- $1.6M
- Accounts
- 575
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 109 | $38.1M | 12.0% |
| High net worth individuals | 81 | $261M | 82.4% |
| Pension and profit sharing plans | 4 | $10.8M | 3.41% |
| Charitable organizations | 3 | $6.8M | 2.14% |
| Corporations and other businesses | 1 | $168K | 0.05% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Derek Matthew Johnson | Principal/Cco | Feb 2002 (24y) | 75% or more | |
| William Jonathan Powell | Financial Advisor | CFP | Jun 2013 (13y) | Less than 5% |
Undisclosed: 0% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 903 KB | 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
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Distributors Company Llc $306M (97% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $171M (99% of AUM) Dec 2019
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: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗