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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ferguson Wellman Capital Management Inc
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| CRD # | 104692 |
| SEC # | 801-11188 |
| CIK # | 0000869353 |
| AUM | $9.0 B (2025-04-17) |
| Employees | 63 (43% Investors, 0% Brokers) |
| Phone | 503-226-1444 |
| Address | 888 SW 5th Ave Ste 1200 Portland, OR 97204 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.5 | ||
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| Alphabet Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| Procter & Gamble Co | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| State Street Corp | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 0.1 |
| (b) Individuals (high net worth individuals) | 812 | 6.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 33 | 1.0 |
| (h) Charitable organizations | 61 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 4,418 | 9.0 |
| By Discretionary | ||
| Discretionary | 4,418 | 9.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,418 | 9.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.0 | |
| Total | 4,418 | 9.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000869353] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Citizens Securities Inc
✚
|
RI | 9.2 |
|
Fifth Third Securities Inc
✚
|
OH | 9.1 |
|
Johnson Wealth Inc
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|
WI | 9.1 |
|
Conrad Siegel Investment Advisors Inc
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|
PA | 9.0 |
|
Forum Financial Management LP
✚
|
IL | 9.0 |
|
Parallel Advisors LLC
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|
CA | 8.7 |
|
Perigon Wealth Management LLC
✚
|
CA | 8.7 |
|
Capital Analysts LLC
✚
|
PA | 8.7 |
|
Advisory Services Network LLC
✚
|
GA | 8.6 |
|
DF Dent and Company Inc
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|
MD | 8.6 |