Ferguson Wellman Capital Management, Inc.

Overview

Ferguson Wellman Capital Management, Inc. is an SEC registered investment adviser based in Portland, OR, registered since 1975. It reports $10.7B in assets under management across 4,763 accounts, with 68 employees. It has 27 investment adviser representatives.

Reported AUM

$10.7B

Discretionary

100%

Accounts

4,763

Average account

$2.2M

Employees

68

Advisory reps

27

Registered since

1975

Jurisdictions

20

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 11

• Bradley Hunter Houle Principal CRD 2095609
• Dean Milan Dordevic Principal CRD 1200684
• Jason David Norris Principal CRD 2909285

8 more executive officers, with direct contact details

Advisory reps 3 of 27

• Charissa Eilleen Anderson Investment Adviser Rep CRD 4964824
• Nathan Miller Ayotte Investment Adviser Rep CRD 4052596
• Christopher Paul Bixby Investment Adviser Rep CRD 3031538

24 more advisory reps, with emails, phones and branch locations

Location

Headquarters

805 SW Broadway Ste 2100
Portland, OR 97205

County

Multnomah

Metro area

Portland-Vancouver-Hillsboro, OR-WA

Region

West

Registrations

• SEC registered
• Registered in 20 jurisdictions

Every state, with registration dates

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