Ferguson Wellman Capital Management, Inc.
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 104692
- Registered since
- December 1, 1975
- Website
- www.fergusonwellman.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.92%
- Pension & Profit Sharing Plans10.81%
- Charitable Organizations9.11%
- Corporations / Businesses5.7%
- Individuals0.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Ferguson Wellman Capital Management, Inc. is an independent, SEC‑registered advisory firm that has operated since the mid‑1970s. The firm serves both individual and family clients as well as institutional investors, charging fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers — the latter reflecting its role as a capital allocator. Ferguson Wellman identifies as an active ESG investor, integrating environmental, social, or governance considerations into its investment process. The firm has drawn repeated industry recognition from outlets such as Barron's, CNBC, Forbes, FA Magazine and Citywire across multiple years.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Non-Exchange Traded Equities9%
- State & Local Bonds9%
- US Government Bonds5%
- Investment Grade Corp Bonds4%
Owners & executives
2 of 2
George Hosfield
Director and Chief Investment OfficerCRD 1177387
Ezra Kover
Chief Compliance OfficerCRD 6601411
Contacts
3 of 26
Joshua Frankel
Senior Vice PresidentCRD 5672556
Tari Kinateder
Principal & Portfolio ManagerCRD 5216380
James Coats
Executive Vice President, Portfolio ManagementCRD 4468874
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 164Active vs passive
$1.7B in ETFs
99%
$1.7B
<1%
$10.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI EX US ETF (ACWX) | BlackRock | Passive | Foreign Large Blend | $418M | 5,496,301 | 24.07% |
Location
Portland, OR
Multnomah
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Multnomah
- Address
- 805 Sw Broadway
- Time zone
- PT (UTC-8)
- Office locations
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