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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 01/1997
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 01/2003
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 01/1997
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 01/2018
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 02/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 09/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2021
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 12/2021
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 02/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 12/2021
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 12/2021
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Steven James Holwerda | Managing Director | 01/1997 | Individual | Yes | 10% but less than 25% |
| George Walter Hosfield | Chief Investment Officer - Director | 01/2003 | Individual | Yes | 10% but less than 25% |
| Dean Milan Dordevic | Principal | 01/1997 | Individual | Yes | 5% but less than 10% |
| Ralph Willard Cole | Director | 01/2018 | Individual | Yes | 5% but less than 10% |
| Jason David Norris | Director | 02/2024 | Individual | Yes | 5% but less than 10% |
| Ezra W Kover | Chief Compliance Officer | 09/2021 | Individual | No | Less than 5% |
| Nathan Miller Ayotte | Principal | 12/2021 | Individual | Yes | 5% but less than 10% |
| Bradley Hunter Houle | Principal | 12/2021 | Individual | Yes | 5% but less than 10% |
| Joshua D Frankel | Director | 02/2024 | Individual | Yes | 5% but less than 10% |
| Mary Elizabeth Lago | Principal | 12/2021 | Individual | Yes | 5% but less than 10% |
| Tari L Kinateder | Principal | 12/2021 | Individual | Yes | 5% but less than 10% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVSJ
Steven James Holwerda
Managing Director
GW
George Walter Hosfield
Chief Investment Officer - Director
RW
Ralph Willard Cole
Director
JD
Jason David Norris
Director
EW
Ezra W Kover
Chief Compliance Officer
JD
Joshua D Frankel
Director
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives11
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateDec 1, 1975
CRD number104692