FERGUSON SHAPIRO LLC
CRD #297555 SEC #801-113581 DECATUR, GA (404) 567-6771
SEC Registered
Total AUM
$361.8M
Discretionary
$360M
Employees
10
Clients
101
Accounts
968
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $361.8M | $360M | $1.8M | 10 | 1 |
| May 2025 | $361.8M | $360M | $1.8M | 10 | 1 |
| Apr 2025 | $361.8M | $360M | $1.8M | 10 | 1 |
| Mar 2025 | $361.8M | $360M | $1.8M | 10 | 1 |
| Mar 2024 | $326.8M | $326.4M | $357.4K | 10 | 0 |
| Mar 2024 | $326.8M | $326.4M | $357.4K | 10 | 0 |
| Sep 2023 | $288.9M | $288.8M | $109.7K | 9 | 0 |
| Aug 2023 | $288.9M | $288.8M | $109.7K | 9 | 0 |
| Jul 2023 | $288.9M | $288.8M | $109.7K | 9 | 0 |
| May 2023 | $288.9M | $288.8M | $109.7K | 9 | 0 |
| Mar 2023 | $288.9M | $288.8M | $109.7K | 9 | 0 |
| Apr 2022 | $274.1M | $273.6M | $525.5K | 4 | 0 |
| Mar 2022 | $274.1M | $273.6M | $525.5K | 4 | 0 |
| Mar 2022 | $274.1M | $273.6M | $525.5K | 4 | 0 |
| Feb 2022 | $215.2M | $215.2M | $0 | 5 | 0 |
| Sep 2021 | $215.2M | $215.2M | $0 | 5 | 0 |
| Feb 2021 | $215.2M | $215.2M | $0 | 5 | 0 |
| Jun 2020 | $190.1M | $189.9M | $169.5K | 7 | 0 |
| Mar 2020 | $190.1M | $189.9M | $169.5K | 7 | 0 |
| Feb 2020 | $190.1M | $189.9M | $169.5K | 7 | 0 |
| Dec 2019 | $153.1M | $152.4M | $698.8K | 5 | 0 |
| Mar 2019 | $153.1M | $152.4M | $698.8K | 5 | 0 |
| Sep 2018 | $142.4M | $140.9M | $1.5M | 3 | 0 |
| Jul 2018 | $0 | $0 | $0 | 3 | 0 |
| Jul 2018 | $0 | $0 | $0 | 3 | 0 |
| Jun 2018 | $0 | $0 | $0 | 1 | 0 |
| Jun 2018 | $0 | $0 | $0 | 1 | 0 |
DateAug 2025
Total AUM$361.8M
Discretionary$360M
Non-Disc.$1.8M
Employees10
Clients1
DateMay 2025
Total AUM$361.8M
Discretionary$360M
Non-Disc.$1.8M
Employees10
Clients1
DateApr 2025
Total AUM$361.8M
Discretionary$360M
Non-Disc.$1.8M
Employees10
Clients1
DateMar 2025
Total AUM$361.8M
Discretionary$360M
Non-Disc.$1.8M
Employees10
Clients1
DateMar 2024
Total AUM$326.8M
Discretionary$326.4M
Non-Disc.$357.4K
Employees10
Clients0
DateMar 2024
Total AUM$326.8M
Discretionary$326.4M
Non-Disc.$357.4K
Employees10
Clients0
DateSep 2023
Total AUM$288.9M
Discretionary$288.8M
Non-Disc.$109.7K
Employees9
Clients0
DateAug 2023
Total AUM$288.9M
Discretionary$288.8M
Non-Disc.$109.7K
Employees9
Clients0
DateJul 2023
Total AUM$288.9M
Discretionary$288.8M
Non-Disc.$109.7K
Employees9
Clients0
DateMay 2023
Total AUM$288.9M
Discretionary$288.8M
Non-Disc.$109.7K
Employees9
Clients0
DateMar 2023
Total AUM$288.9M
Discretionary$288.8M
Non-Disc.$109.7K
Employees9
Clients0
DateApr 2022
Total AUM$274.1M
Discretionary$273.6M
Non-Disc.$525.5K
Employees4
Clients0
DateMar 2022
Total AUM$274.1M
Discretionary$273.6M
Non-Disc.$525.5K
Employees4
Clients0
DateMar 2022
Total AUM$274.1M
Discretionary$273.6M
Non-Disc.$525.5K
Employees4
Clients0
DateFeb 2022
Total AUM$215.2M
Discretionary$215.2M
Non-Disc.$0
Employees5
Clients0
DateSep 2021
Total AUM$215.2M
Discretionary$215.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$215.2M
Discretionary$215.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$190.1M
Discretionary$189.9M
Non-Disc.$169.5K
Employees7
Clients0
DateMar 2020
Total AUM$190.1M
Discretionary$189.9M
Non-Disc.$169.5K
Employees7
Clients0
DateFeb 2020
Total AUM$190.1M
Discretionary$189.9M
Non-Disc.$169.5K
Employees7
Clients0
DateDec 2019
Total AUM$153.1M
Discretionary$152.4M
Non-Disc.$698.8K
Employees5
Clients0
DateMar 2019
Total AUM$153.1M
Discretionary$152.4M
Non-Disc.$698.8K
Employees5
Clients0
DateSep 2018
Total AUM$142.4M
Discretionary$140.9M
Non-Disc.$1.5M
Employees3
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0