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Ferguson Wellman Capital Management, Inc.

Ferguson Wellman Capital Management, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
iShares Russell 2000 ETF $46,535,000
iShares Core S&P 500 ETF $37,906,000
iShares Core S&P Small-Cap ETF $19,208,000
Vanguard Tax-Managed International Fund $17,399,000
Energy Select Sector SPDR Fund $9,971,000
iShares MSCI EAFE ETF $9,092,000
Vanguard Emerging Markets Stock Index Fund $7,980,000
WisdomTree Japan Hedged Equity Fund $7,777,000
Financial Select Sector SPDR Fund $6,775,000
iShares Cohen & Steers REIT ETF $5,268,000
Industrial Select Sector SPDR Fund $4,955,000
Schwab US REIT ETF $4,275,000
Health Care Select Sector SPDR Fund $4,061,000
iShares Select Dividend ETF $3,039,000
iShares US Energy ETF $2,973,000
iShares Core S&P Mid-Cap ETF $2,456,000
iShares US Financials ETF $2,405,000
Technology Select Sector SPDR Fund $2,259,000
iShares MSCI ACWI ex US ETF $1,884,000
iShares MSCI Eurozone ETF $1,691,000
iShares MSCI Canada ETF $1,206,000
iShares MSCI Pacific ex Japan ETF $1,194,000
SPDR S&P Dividend ETF $1,110,000
iShares MSCI Japan ETF $1,030,000
iShares Russell 1000 Value ETF $986,000
iShares MSCI EAFE Small-Cap ETF $848,000
Materials Select Sector SPDR Fund $803,000
iShares MSCI United Kingdom ETF $774,000
SPDR S&P 500 ETF Trust $771,000
SPDR S&P Oil & Gas Equipment & Services ETF $767,000
Utilities Select Sector SPDR Fund $753,000
Vanguard REIT Index Fund $738,000
SPDR S&P Oil & Gas Exploration & Production ETF $733,000
iShares Russell 1000 ETF $615,000
Vanguard Dividend Appreciation Index Fund $603,000
Consumer Discretionary Select Sector SPDR Fund $529,000
iShares US Real Estate ETF $491,000
ProShares UltraPro QQQ $429,000
iShares US Preferred Stock ETF $301,000
Vanguard Small-Cap Index Fund $272,000
iShares Europe ETF $253,000
iShares Russell 3000 ETF $230,000
iShares S&P Mid-Cap 400 Growth ETF $225,000

    Assets

    Assets

    Last updated on June 5, 2019
      • $5.0B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 3K
        Accounts
      • $1.6M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    23

    name start date
    George Walter Hosfield
    November 1991
    Ralph Willard Cole
    December 1999
    Scott William Christianson
    March 2014
    Steven James Holwerda
    December 1997
    Peter Davis Jones
    July 2019

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      West Bearing Investments -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        James Harold Rudd Chief Executive Officer December, 1989 10% to 25%
        George Walter Hosfield Chief Investment Officer January, 2003 10% to 25%
        Dean Milan Dordevic Principal January, 1997 10% to 25%
        Steven James Holwerda Managing Director January, 1997 10% to 25%
        Marc Florin Fovinci Principal January, 1997 5% to 10%
        Katherine L Russell Chief Compliance Officer September, 2018 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets