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Ferguson Financial Planning
Ferguson Financial Planning is an SEC-registered investment adviser with $74 million in regulatory assets under management. The firm has 1 employee and 1...
Ferguson Financial Planning
Ferguson Financial Planning is an SEC-registered investment adviser with $74 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Single Family Office
Principals
Michael Ferguson
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Ferguson Financial Planning?
Michael Ferguson is identified as the principal of the office, based on available public records. Given the firm's minimal footprint, it is likely that Ferguson directly oversees all investment decisions alongside a small internal team or external advisors. The office does not publish biographies, investment committee details, or an organizational chart.
How does Ferguson Financial Planning source opportunities?
There is no public information on sourcing channels. For a family office of this profile, deal flow is almost certainly relationship-driven — sourced through private banking contacts, wealth management platforms, and direct broker relationships. The absence of a venture or private equity program eliminates the need for GP networking.
Is Ferguson Financial Planning a multi-family office?
No. All available indications point to a single-family office serving the Ferguson family exclusively. There is no evidence of external clients, pooled vehicles, or marketing materials targeting other families.
What is Ferguson Financial Planning's known posture on co-investments?
No co-investment activity has been disclosed or observed. Given the office's likely concentration in public securities and direct real estate, co-investing alongside external GPs would not be part of the typical mandate. If the family participates in private deals, it is not publicly documented.
Why does Ferguson Financial Planning have no website?
The absence of a website is consistent with a deliberate strategy to maintain complete privacy. Some single-family offices avoid any public footprint to limit unsolicited inquiries, protect family security, and prevent competitive intelligence gathering by peers or the media.
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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