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Ferguson Wellman Capital Management, Inc. logo

Ferguson Wellman Capital Management, Inc.

PORTLAND, OR

Form ADV and provider website profile · CRD 104692 · regulatory data as of Jun 9, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Ferguson Wellman Capital Management, Inc.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$10.7BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
4,763Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$10.7BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameFERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

CRD number104692

Firm foundedNot reported

SEC registration dateDec 1, 1975

Employees68

Advisory professionals31

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

805 SOUTHWEST BROADWAY, SUITE 2100, PORTLAND, OR, 97205

503-226-1444

https://www.fergusonwellman.com/

LinkedIn not reported

Firm AUM History (USD)

Source: Form ADV
$10.7B

As of Jun 9, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth73.9%$7.9B
Retirement Plans10.8%$1.2B
Charities9.1%$972M
Corporations5.7%$608M
Individuals0.5%$49M

Percentages and AUM are shown from the same reported Form ADV client-type records.