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FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD 104692File 801-11188
APPROVED
Retail clients
Custody
Filing as of Jun 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$10.66B
Top 10% of cohort (national)
Discretionary AUM
$10.66B
Clients
1,085
4,763 accounts
Employees
68
Top 10% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Dec 1, 1975
- Principal office
- 805 SOUTHWEST BROADWAY, SUITE 2100, PORTLAND, OR, 97205
- Phone
- 503-226-1444
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.66B
- Discretionary AUM
- $10.66B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,763
- Non-discretionary accounts
- 0
- Total accounts
- 4,763
- AUM per client
- $9.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 38 | $607.7M |
| Charitable organizations | 58 | $971.8M |
| High net worth individuals | 865 | $7.88B |
| Pension and profit sharing plans | 38 | $1.15B |
| Individuals (other than high net worth individuals) | 86 | $49.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.