Ferguson Wellman Capital Management

What Ferguson Wellman Capital Management does

Ferguson Wellman Capital Management is a privately held, employee-owned investment advisory firm founded in 1975 and headquartered in Portland, Oregon. The firm manages approximately $11.6 billion in assets under management for roughly 1,148 ultra-high-net-worth individuals and families, foundations, endowments, and family offices, concentrated in the Pacific Northwest but with relationships spanning select Western states. Service lines include investment strategies (Dividend Value, Core Equity, and Global Sustainable Investing), wealth management, generational wealth transfer and estate planning, institutional investment management, and a dedicated family office practice operated through the Octavia Group sub-brand, alongside the West Bearing Investments division serving Oregon and Washington clients.

The firm operates as an SEC-registered investment adviser with voluntary GIPS compliance, using Charles Schwab as its primary qualified custodian (with combined SIPC and excess SIPC coverage cited up to $600 million per client). Its technology posture is conventional for a mid-sized RIA: standard portfolio management and reporting platforms supported by AI/ML tools used in operations, analysis, and client services, with confidentiality controls preventing client data from being used to train external models. Distribution is exclusively direct-to-client through relationship managers; the firm runs a 13-city annual market outlook tour and maintains an active earned-media presence on CNBC, Yahoo Finance, KOIN, and Boise State Public Radio. Services are customized, and fee schedules are not publicly disclosed.

Revenue is generated through AUM-based advisory fees on approximately $11.6B of client assets, with fees structured by client complexity and relationship scope. Growth in 2024-2026 reflects both market appreciation and the firm's first-ever acquisition, Great Northern Asset Management ($229M AUM), which closed effective January 1, 2026 and added a Vancouver, Washington office — the firm's third location alongside Portland (headquarters, recently relocated) and Bellevue (opened 2021). Recent third-party validation includes CNBC Financial Advisor 100 ranking (#10 in 2024) and inclusion on CNBC's inaugural 2026 Elite Advisors List.

Name

Ferguson Wellman Capital Management

Legal name

Ferguson Wellman Capital Management, Inc.

Website

https://fergusonwellman.com

Company type

Private

Founded year

1975

Operating status

Operating

Headcount range

51–100 employees

Short description

Ferguson Wellman Capital Management is a Portland-based, employee-owned investment advisory firm founded in 1975 that manages $11.6 billion for ultra-high-net-worth families, foundations, endowments, and family offices, primarily across the Pacific Northwest. It delivers investment management, wealth planning, and family office services through offices in Oregon and Washington.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Business Owner & Executive Financial Planning (FSAEAAAO), Large-Cap Equity (Active) (FSAAAIAA)

Keywords

• Investment advisory
• Wealth management
• Portfolio management
• Estate planning
• Institutional asset management

Headquarters

HQ city

Portland

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory and Management Fees: Firms manages $11.6 billion in assets under management (AUM) for ultra-high-net-worth families, foundations, and institutions. Revenue is generated through AUM-based advisory fees typical of registered investment advisers, with fees structured based on client assets under management.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Ferguson Wellman Capital Management is an SEC-registered investment adviser that provides discretionary and non-discretionary investment management, wealth planning, and institutional advisory services. The firm manages approximately $11.6 billion in assets under management for 1,148 ultra-high-net-worth families, foundations, endowments, and family offices, with offerings spanning Investment Strategies, Wealth Management, Generational Wealth planning, a Family Office (Octavia Group), the West Bearing Investments division, and Institutional Services. Revenue is generated through AUM-based advisory fees with assets custodied at Charles Schwab.

Product overview

Ferguson Wellman Capital Management is an independent investment firm offering a unified wealth management platform with multiple integrated service lines. The core offerings include Investment Strategies (featuring Dividend Value, Core Equity, and Global Sustainable Investing strategies), Wealth Management, Generational Wealth planning, and Institutional Services. The firm operates two sub-brands: West Bearing Investments (serving individual and institutional clients in Oregon and Washington) and Octavia Group (providing private family office services for ultra-high-net-worth clients with $25 million or more in investible assets). The firm completed its first acquisition in January 2026, adding Great Northern Asset Management's $229 million AUM and expanding its presence in Washington state.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Strategies Comprehensive investment management approaches tailored to client objectives, including the Dividend Value strategy, Core Equity strategy, and Global Sustainable Investing strategy, managed by the firm's Investment Policy Committee for individual and institutional clients.
• Wealth Management Personalized wealth planning and investment management services for individual and family clients, encompassing financial planning, portfolio management, and ongoing advisory support.
• Generational Wealth Multigenerational wealth transfer and legacy planning services designed to help families preserve and transition wealth across generations, including estate, trust, and philanthropic strategies.
• Family Office (Octavia Group) Comprehensive private family office services delivered through the Octavia Group division, providing integrated wealth management including bill pay, insurance assessments, cybersecurity and technology support, tax documentation and coordination, and special projects for ultra-high-net-worth clients and family offices.
• West Bearing Investments A division of Ferguson Wellman providing investment and wealth management services, with dedicated portfolio managers and client relationship associates serving individual and institutional clients in Oregon and Washington.
• Institutional Services Investment management and advisory services for institutional clients including endowments, foundations, nonprofit organizations, and other institutional investors, including endowment management and fiduciary services.

Quantifiable outcome

• Ranked in CNBC's inaugural Elite Advisors List for 2026 (one of 25 firms nationally)
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability1 record

Partnerships

One partnership is on record.

• Great Northern Asset ManagementnotableOthers · 1 January 2026Ferguson Wellman acquired Great Northern Asset Management, a Vancouver, Washington-based firm managing $229 million in assets, effective January 1, 2026. Great Northern's downtown Vancouver office remains operational as Ferguson Wellman's second office in Washington state, providing physical presence on both sides of the Columbia River. This is Ferguson Wellman's first acquisition and represents its second deal after opening its Bellevue office in 2021.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Regional players

• Fisher Investments: Large RIA headquartered in Camas, Washington, also serving the Pacific Northwest with a high-net-worth and institutional focus. Comparable as a Pacific Northwest–based investment advisory firm with similar client mix, though materially larger in AUM.

Direct peers

• Brighton Jones: Seattle-based wealth management firm offering personalized financial planning and investment management to UHNW individuals and families. Closest direct comparable in geography, target client segment ($25M+ households), and comprehensive family-office-style service model.
• Mariner Wealth Advisors: National RIA serving UHNW individuals and families with comprehensive wealth management, family office, and institutional services. Direct comparable in service breadth, target client segment, and acquisition-driven growth strategy.
• Ballentine Partners: Multi-family office and RIA serving UHNW families with investment management, wealth planning, and family office services. Comparable in client segment, integrated service model, and employee-ownership-style partnership structure.
• Homrich Berg: Mid-sized national RIA providing wealth management to UHNW families, foundations, and retirement plans. Comparable in client mix (UHNW individuals + institutional), fee-only model, and AUM scale.
• Exencial Wealth Advisors: Employee-owned RIA offering investment management and financial planning to affluent individuals, families, and institutions. Comparable in employee-ownership model, comprehensive wealth services, and target clientele.
• Fort Pitt Capital Group: Pittsburgh-based RIA providing investment management and financial planning to individuals, families, and institutions. Comparable in mid-sized RIA scale, fee-only advisory model, and multi-decade operating history.
• Glenmede: Private wealth and investment management firm serving UHNW families, foundations, and endowments with discretionary portfolio management. Comparable in client segment, institutional/individual mix, and integrated wealth + investment management offering.

Broad incumbents

• Russell Investments: Seattle-headquartered global asset manager and investment adviser offering institutional and private wealth solutions. Comparable as a Pacific Northwest investment advisory incumbent operating at much larger scale across institutional and individual wealth.
• Creative Planning: Large national RIA offering wealth management, family office, and institutional services. Comparable as a scaled, multi-service RIA serving UHNW and institutional clients, though much larger and more geographically diversified.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/fergusonwellman
• YouTubeyoutube.com/user/FergusonWellman
• Facebookfacebook.com/ferguson-wellman-capital-management-152745594738121
• LinkedInlinkedin.com/company/ferguson-wellman-capital-management
• Instagraminstagram.com/fergusonwellman

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ferguson Wellman Capital Management