SourcingSourcing

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

C42
CRD 109232·SEC 801-56625·ROCKVILLE, MD
AUM
$316.4M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$949K
@ 30% margin
Est. Deal Value
$7.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
CRD
109232
SEC file #
801-56625
EIN
521967282
DBA names
—

Economics

AUM
$316.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$171.6M → $316.4M▲ +84%
Client mix
Individuals Other109
Individuals High Net Worth81
Pension Profit Sharing Plans4
Charitable Organizations3
Corporations1

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
ROCKVILLE MD
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
mymoneymanager.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JOHNSON, DEREK, MATTHEW
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JOHNSON, DEREK, MATTHEW
POWELL, WILLIAM, JONATHAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
ok
Rdap Domain
MYMONEYMANAGER.COM
Rdap Domain Creation Date
1998-09-01T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002109387
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-06
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0002109387-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
51 MONROE STREETSUITE PE 25ROCKVILLE, MD 20850
Business
51 MONROE STREETSUITE PE 25ROCKVILLE, MD 20850
Edgar EIN
521967282
Edgar Recent Filings
13F-HR2026-05-05 · 0002109387-26-000002
13F-HR2026-02-06 · 0002109387-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-31T04:00:00Z
Rdap Domain Last Changed
2024-07-02T06:16:56Z
Rdap Nameservers
Ns17.worldnic.comNs18.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4598757
Trust Company Affiliate
No

People (2)

2
JOHNSON, DEREK, MATTHEW
IAR · Direct Owner · 87.5%
4598757
POWELL, WILLIAM, JONATHAN
IAR · Executive Officer · 2.5%
5849610