# Ferguson Wellman Capital Management

Ferguson Wellman Capital Management is a Multi Family Office based in Portland, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** 888 Southwest Fifth Avenue, Suite 1200, Portland, OR 97204
- **Founded:** 1975
- **Assets under management:** 10.3B (Altss estimate)
- **Website:** fergusonwellman.com
- **LinkedIn:** https://www.linkedin.com/company/ferguson-wellman-capital-management

## Regulatory record

- **CRD number:** 104692
- **SEC file number:** 801-11188
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104692

## About

Ferguson Wellman Capital Management was established in 1975 by Joe Ferguson and Norb Wellman. The firm originated from the founders' investment management activities and remains employee-owned. The firm allocates across public equities, fixed income, private equity, real estate, private credit, hedge funds and secondaries. It maintains exposure to precious metals, energy, spot Bitcoin and Ethereum ETFs, and a Versus Real Asset Fund. Geographic coverage spans North America, Europe, Asia, Africa, South America, the Caribbean, the Middle East and Oceania. Investment stages include buyout and growth. The firm employs principals including Steven Holwerda, Ralph Cole and Mary Lago. Additional offices operate in Bellevue and Vancouver. Ferguson Wellman holds memberships in the Portland Art Museum, Arlington Club, Multnomah Athletic Club, CFA Society of Portland and Portland Metro Chamber. No verifiable operational events from the last 24 months appear in available sources.

## Sectors

- PropTech
- Private Equity
- Real Estate
- Private Credit
- Hedge Funds

## Offices

- Bellevue, WA, United States
- Vancouver, WA, United States

## People

- Joe Ferguson — Co-founder
- George Hosfield — Chief Investment Officer and Principal
- Steven Holwerda — Managing Director and Principal
- Ralph Cole — Director and Principal
- Mary Lago — Chief Wealth Strategist and Principal

## Questions

### Who runs investment decisions at Ferguson Wellman Capital Management?

George Hosfield serves as Chief Investment Officer and Principal. Additional principals include Steven Holwerda, Ralph Cole and Mary Lago.

### What asset classes does Ferguson Wellman allocate to?

Allocations cover public equities, fixed income, private equity, real estate, private credit, hedge funds and secondaries. The firm also holds spot Bitcoin and Ethereum ETFs plus precious metals and energy exposure.

### Where does Ferguson Wellman maintain offices?

The firm is headquartered in Portland, Oregon with additional offices in Bellevue, Washington and Vancouver, Washington.

### What professional associations does Ferguson Wellman belong to?

Memberships include the CFA Society of Portland, Portland Metro Chamber, Portland Art Museum Corporate Sponsor level, Arlington Club and Multnomah Athletic Club.

## Related profiles

- [Carl Bennet](https://altss.com/profile/carl-bennet)
- [Rijn Capital B.V.](https://altss.com/profile/rijn-capital-b-v)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/ferguson-wellman-capital-management

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