Ferguson Wellman Capital Management, Inc.
PORTLAND, OR
Form ADV and provider website profile · CRD 104692 · regulatory data as of Jun 9, 2026
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.
$10.7BTotal Firm AUM
$10.7BDiscretionary AUM
$0Non-discretionary AUM
4,763Total accounts
4,763Discretionary accounts
0Non-discretionary accounts
Client Mix by Firm AUM
$10.7BFirm AUM
High-Net-Worth73.9%
Retirement Plans10.8%
Charities9.1%
Corporations5.7%
Individuals0.5%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth73.9%
865 clients$7.9B firm assets
Retirement Plans10.8%
38 clients$1.2B firm assets
Charities9.1%
58 clients$972M firm assets
Corporations5.7%
38 clients$608M firm assets
Individuals0.5%
86 clients$49M firm assets
Reported total1,085 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $7.9B | 865 | 73.9% |
| Retirement Plans | $1.2B | 38 | 10.8% |
| Charities | $972M | 58 | 9.1% |
| Corporations | $608M | 38 | 5.7% |
| Individuals | $49M | 86 | 0.5% |
| Reported total | $10.7B | 1,085 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…