FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Overview

Ferguson Wellman Capital Management, Inc. is an independent, SEC-registered investment adviser that has been operating since the mid-1970s. The firm acts as a capital allocator for both individual and family clients and institutional accounts, charging fees based on a percentage of assets under management. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, separate account management for institutions and businesses, and the selection of third‑party advisers. The firm identifies as an active ESG investor and reports being majority-owned by individuals rather than a parent corporation. Ferguson Wellman is classified as an independent RIA and positions equities as a primary preference within client portfolios while also deploying third‑party managers and strategies to broaden diversification.

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Industry Recognition