Ferguson Wellman Capital Management, Inc.

Ferguson Wellman Capital Management, Inc. (CRD# 104692) is a financial advisory firm headquartered in Portland, OR. They manage $4,311,941,667 in 2,414 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,312
    MILLION
  • Total Number of Accounts
    2,414
    ACCOUNTS
  • Average Account Value
    $1,786,223
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, LA, MT, NY, OH, OR, TX, WA

Financial Advisors at Ferguson Wellman Capital Management, Inc.
Showing 1 - 10 of 18 top financial advisors.
1
Nathan M. Ayotte
CRD#: 4052596
888 Sw 5th Ave Ste 1200, Portland, OR 97204
96
Wealthminder
score

Nathan Ayotte (CRD# 4052596) is an Investment Advisor Representative working at Ferguson Wellman Capital Management, Inc. in Portland, OR and has over 18 years of experience in the finance industry. Nathan Ayotte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ralph W. Cole
CRD#: 2261245
888 Sw Fifth Ave., #1200, Portland, OR 97204
96
Wealthminder
score

Ralph Cole (CRD# 2261245) is an Investment Advisor Representative working at Ferguson Wellman Capital Management, Inc. in Portland, OR and has over 25 years of experience in the finance industry.

3
Marc F. Fovinci
CRD#: 2144927
888 Sw Fifth Ave., #1200, Portland, OR 97204
96
Wealthminder
score

Marc Fovinci (CRD# 2144927) is an Investment Advisor Representative working at Ferguson Wellman Capital Management, Inc. in Portland, OR and has over 26 years of experience in the finance industry.

4
Joshua D. Frankel
CRD#: 5672556
888 Sw 5th Ave Ste 1200, Portland, OR 97204
96
Wealthminder
score

Joshua Frankel (CRD# 5672556) is an Investment Advisor Representative working at Ferguson Wellman Capital Management, Inc. in Portland, OR and has over 8 years of experience in the finance industry. Joshua Frankel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Steven J. Holwerda
CRD#: 2065379
888 Sw Fifth Ave., #1200, Portland, OR 97204
96
Wealthminder
score

Steven Holwerda (CRD# 2065379) is an Investment Advisor Representative working at Ferguson Wellman Capital Management, Inc. in Portland, OR and has over 27 years of experience in the finance industry.

6
George W. Hosfield
CRD#: 1177387
888 Sw Fifth Avenue, #1200, Portland, OR 97204
96
Wealthminder
score

George Hosfield (CRD# 1177387) is an Investment Advisor Representative working at Ferguson Wellman Capital Management, Inc. in Portland, OR and has over 34 years of experience in the finance industry.

7
Bradley H. Houle
CRD#: 2095609
888 Sw 5th Ave Ste 1200, Portland, OR 97204
96
Wealthminder
score

Bradley Houle (CRD# 2095609) is an Investment Advisor Representative working at Ferguson Wellman Capital Management, Inc. in Portland, OR and has over 27 years of experience in the finance industry.

8
Shawn M. Narancich
CRD#: 2687595
888 Sw 5th Ave Ste 1200, Portland, OR 97204
96
Wealthminder
score

Shawn Narancich (CRD# 2687595) is an Investment Advisor Representative working at Ferguson Wellman Capital Management, Inc. in Portland, OR and has over 21 years of experience in the finance industry.

9
James A. Coats
CRD#: 4468874
888 Sw 5th Ave Ste 1200, Portland, OR 97204
93
Wealthminder
score

James Coats (CRD# 4468874) is an Investment Advisor Representative working at Ferguson Wellman Capital Management, Inc. in Portland, OR and has over 11 years of experience in the finance industry.

10
Dean M. Dordevic
CRD#: 1200684
888 Sw Fifth Ave., #1200, Portland, OR 97204
93
Wealthminder
score

Dean Dordevic (CRD# 1200684) is an Investment Advisor Representative working at Ferguson Wellman Capital Management, Inc. in Portland, OR and has over 34 years of experience in the finance industry.

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