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Ferguson Financial Group
Ferguson (NYSE: FERG) is a manufacturer based in Newport News, Virginia. The company produces solutions and products for various industries, including...
Ferguson Financial Group
Ferguson (NYSE: FERG) is a manufacturer based in Newport News, Virginia. The company produces solutions and products for various industries, including plumbing, HVAC, fire, and fabrication.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Newton
Corporate office
130 East 200 South, Newton, UT 84327, United States
Principals
Dennis Ferguson
Owner
Frequently asked questions
Who runs investment decisions at Ferguson Financial Group?
Dennis Ferguson is the owner and the primary contact listed on the firm's website. No additional investment committee or team members are disclosed, indicating Ferguson personally directs portfolio construction and client relationships.
How does Ferguson Financial Group source its clients?
The firm's public presence centers on educational content — a free ebook called "Retire Happy," market commentary, and a risk-tolerance tool — aimed at attracting pre-retirees and retirees in northern Utah. It also offers direct scheduling for introductory calls through its website.
Is Ferguson Financial Group structured as a family office or an RIA?
It operates as a Registered Investment Advisor, not a family office. The firm charges advisory fees to construct and manage retirement portfolios for individual clients and does not deploy pooled capital into private companies or funds.
How does Ferguson Financial Group approach retirement planning?
The firm employs a framework it calls the GPSPath process, integrating income planning, Social Security and pension analysis, tax diversification, healthcare coverage coordination, and legacy planning. Portfolios are built on an individual basis rather than using model allocations.
What is Ferguson Financial Group's known posture on co-investments or private deals?
There is no evidence the firm participates in co-investments, direct private deals, or fund commitments. It focuses on publicly available securities and retirement-income strategies tailored to individual retail clients.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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