SourcingSourcing

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

C33
CRD 104692·SEC 801-11188·PORTLAND, OR
AUM
$10.66B
$1B+
Est. Revenue
$106.6M
@ 1% on AUM
Est. EBITDA
$32.0M
@ 30% margin
Est. Deal Value
$256.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD
104692
SEC file #
801-11188
EIN
930646988
DBA names
—

Economics

AUM
$10.66B
AUM band
$1B+
AUM trajectory
'20'26
$4.97B → $10.66B▲ +115%
Client mix
Individuals High Net Worth865
Individuals Other86
Charitable Organizations58
Pension Profit Sharing Plans38
Corporations38

Operations

Employees (total)
68
Advisory staff (per ADV)
31
Advisory staff (5-yr trend)
'20'26
24 advisors → 31 advisors▲ +29%
Primary office
PORTLAND OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
instagram.com/fergusonwellman(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOLWERDA, STEVEN, JAMES
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
11
Control Persons
HOLWERDA, STEVEN, JAMES
HOSFIELD, GEORGE, WALTER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:fergusonwellman.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
16
Form 5500 Total Compensation
1,661,292
Form 5500 Compensation Trajectory 3y
20251,510,203
2026151,089
Form 5500 Plan Count Trajectory 3y
202513
20263
Schedule C Total Compensation
1,661,292
Schedule C Service Provider Rows
16

SEC EDGAR

Edgar Cik
0000869353
Edgar Registered
Yes
Edgar Filing Count
112
Edgar First Filing Date
1999-05-14
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
110
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0000869353-26-000004
Edgar Former Names
FERGUSON WELLMAN RUDD PURDY & VAN WINKLE INC

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
27
Bc Firm IAR Count
27
Custodian Candidates
Full
Charles Schwab7
E*trade4
Edgar Addresses
Mailing
888 SW 5TH AVESTE 1200PORTLAND, OR 97204
Business
888 SW 5TH AVESTE 1200PORTLAND, OR 97204
Edgar EIN
930646988
Edgar Recent Filings
13F-HR2026-05-01 · 0000869353-26-000004
13F-HR2026-01-13 · 0000869353-26-000001
Firm Has Custody
Yes
Mailing Office Differs
Yes
Top Owner CRD
2065379
Trust Company Affiliate
No

People (28)

28
HOLWERDA, STEVEN, JAMES
IAR · Direct Owner · 17.5%
2065379
HOSFIELD, GEORGE, WALTER
IAR · Direct Owner · 17.5%
1177387
AYOTTE, NATHAN, MILLER
IAR · Direct Owner · 7.5%
4052596
COLE, RALPH, WILLARD
IAR · Direct Owner · 7.5%
2261245
DORDEVIC, DEAN, MILAN
IAR · Direct Owner · 7.5%
1200684
NORRIS, JASON, DAVID
IAR · Direct Owner · 7.5%
2909285
LAGO, MARY, ELIZABETH
IAR · Direct Owner · 7.5%
5410732
KINATEDER, TARI, L
IAR · Direct Owner · 7.5%
5216380
FRANKEL, JOSHUA, D
IAR · Direct Owner · 7.5%
5672556
HOULE, BRADLEY, HUNTER
IAR · Direct Owner · 7.5%
2095609
KOVER, EZRA, W
Executive Officer · 2.5%
6601411
JAMES ANTHONY COATS
IAR
4468874
CHARISSA EILLEEN ANDERSON
IAR
4964824
ALEX MITCHELL HARDING
IAR
6048780
SCOTT WILLIAM CHRISTIANSON
IAR
6318686
PETER DAVIS JONES
IAR
6067971
BLAINE GROVE DICKASON
IAR
2998968
Joseph Paul Herrle
IAR
7525011
NATHAN JAMES PUTNAM
IAR
5921083
KRYSTAL NIMEH DAIBES
IAR
5703104
CASIA LEIGH CHAPPELL
IAR
5873623
SHERI MARIE Sanders
IAR
4524996
Reilly Louise Blood
IAR
8259412
TAMARA ANNE OGLESBY
IAR
4773679
TYLER P CONROY
IAR
6687064
Brett Patrick Norris
IAR
6697750
SAMANTHA LEE PAHLOW
IAR
6599149
CHRISTOPHER PAUL BIXBY
IAR
3031538