FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD #104692 SEC #801-11188 PORTLAND, OR 503-226-1444
SEC Registered
Total AUM
$9B
Discretionary
$9B
Employees
63
Clients
101
Accounts
4,418
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $9B | $9B | $0 | 63 | 0 |
| Mar 2025 | $9B | $9B | $0 | 63 | 0 |
| Dec 2024 | $8.4B | $8.4B | $0 | 60 | 0 |
| Mar 2024 | $8.4B | $8.4B | $0 | 60 | 0 |
| Mar 2023 | $7.1B | $7.1B | $0 | 55 | 0 |
| Mar 2022 | $8.2B | $8.2B | $0 | 57 | 0 |
| Mar 2022 | $8.2B | $8.2B | $0 | 57 | 0 |
| Mar 2021 | $6.9B | $6.9B | $0 | 49 | 0 |
| Jan 2021 | $6B | $6B | $0 | 51 | 0 |
| Jan 2021 | $6B | $6B | $0 | 51 | 0 |
| Jun 2020 | $6B | $6B | $0 | 51 | 0 |
| Mar 2020 | $6B | $6B | $0 | 51 | 0 |
| Mar 2019 | $5B | $5B | $0 | 48 | 0 |
| Sep 2018 | $5.2B | $5.2B | $0 | 47 | 0 |
| Mar 2018 | $5.2B | $5.2B | $0 | 47 | 0 |
| Mar 2017 | $4.6B | $4.6B | $0 | 46 | 769 |
| Mar 2016 | $4.3B | $4.3B | $0 | 44 | 743 |
| Oct 2015 | $4.2B | $4.2B | $0 | 43 | 708 |
| Aug 2015 | $4.2B | $4.2B | $0 | 43 | 708 |
| Mar 2015 | $4.2B | $4.2B | $0 | 43 | 708 |
| Mar 2014 | $3.8B | $3.8B | $0 | 41 | 652 |
| Jul 2013 | $3.2B | $3.2B | $0 | 40 | 600 |
| Jun 2013 | $3.2B | $3.2B | $0 | 39 | 600 |
| Mar 2013 | $3.2B | $3.2B | $0 | 39 | 600 |
| Apr 2012 | $2.9B | $2.9B | $0 | 11 | 600 |
| Mar 2012 | $2.9B | $2.9B | $0 | 11 | 600 |
| May 2011 | $2.8B | $2.8B | $0 | -- | -- |
| Mar 2008 | $2.7B | $2.7B | $0 | -- | -- |
| Mar 2007 | $2.5B | $2.5B | $0 | -- | -- |
| Mar 2006 | $2B | $2B | $0 | -- | -- |
| May 2002 | $2B | $2B | $0 | -- | -- |
DateApr 2025
Total AUM$9B
Discretionary$9B
Non-Disc.$0
Employees63
Clients0
DateMar 2025
Total AUM$9B
Discretionary$9B
Non-Disc.$0
Employees63
Clients0
DateDec 2024
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees60
Clients0
DateMar 2024
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees60
Clients0
DateMar 2023
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees55
Clients0
DateMar 2022
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees57
Clients0
DateMar 2022
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees57
Clients0
DateMar 2021
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees49
Clients0
DateJan 2021
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees51
Clients0
DateJan 2021
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees51
Clients0
DateJun 2020
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees51
Clients0
DateMar 2020
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees51
Clients0
DateMar 2019
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees48
Clients0
DateSep 2018
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees47
Clients0
DateMar 2018
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees47
Clients0
DateMar 2017
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees46
Clients769
DateMar 2016
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees44
Clients743
DateOct 2015
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees43
Clients708
DateAug 2015
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees43
Clients708
DateMar 2015
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees43
Clients708
DateMar 2014
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees41
Clients652
DateJul 2013
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees40
Clients600
DateJun 2013
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees39
Clients600
DateMar 2013
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees39
Clients600
DateApr 2012
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees11
Clients600
DateMar 2012
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees11
Clients600
DateMay 2011
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees--
Clients--
DateMay 2002
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees--
Clients--