FERGUSON WELLMAN CAPITAL MANAGEMENT
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12Rank #1128 of mapped providers
Assets under administration$5.0B0.0%Market share · rank #1956
Fees received$827,273Median $53,957/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical FERGUSON WELLMAN CAPITAL MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where FERGUSON WELLMAN CAPITAL MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment advisory (plan); Investment management fees paid directly by plan; Securities brokerageCode 27 | 4 | $68,642 | |
Investment management; Investment management fees paid directly by planCode 28 | 4 | $127,955 | |
Investment advisory (participants); Direct payment from the planCode 26 | 3 | $8,353 | |
Direct payment from the plan; Securities brokerageCode 33 | 1 | $9,713 |
Competitor overlap
Percent of FERGUSON WELLMAN CAPITAL MANAGEMENT's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under FERGUSON WELLMAN CAPITAL MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
JEFFER MANGELS BUTLER & MITCHELL LLPCA · 953669194-003 | LINCOLN NATIONAL CORPORATION | $151M |
Plans lost in 2024
Appeared last year under FERGUSON WELLMAN CAPITAL MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
MEDICAL EYE CENTER INCOR · 930603046-006 | STANCORP FINANCIAL GROUP | $13M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BROWN & BROWN, INC.FL · 590864469-002 | $1.8B | 15,772 | $8,353 | 4y | 1 |
B OF T, NORTHWEST SHEET METAL WORKERS PENSION PLANOR · 916061344-001 | $1.7B | 9,374 | $9,823 | 10y | - |
BOARD OF TRUSTEES, IBEW LOCAL 332 PENSION PLAN PART BCA · 516105118-005 | $886M | 4,145 | $204,293 | 10y | 1 |
JEFFER MANGELS BUTLER & MITCHELL LLPCA · 953669194-003 | $151M | 261 | $513 | 1y | 1 |
TONKON TORP LLP PROFIT SHARING AND 401(K) PLANOR · 930633194-004 | $143M | 238 | $78,610 | 10y | - |
BOT,ALL AK LONGSHORE PENSION FUNDOR · 916085352-001 | $124M | 659 | $222,715 | 10y | - |
BOARD OF TRUSTEES, CORNELL-HART PENSION PLANOR · 930747524-002 | $102M | 1,816 | $116,541 | 10y | 1 |
SHOESTRING VALLEY HOLDINGS INC.OR · 930422424-001 | $101M | 495 | $9,713 | 9y | 1 |
GEM STATE RADIOLOGY LLPID · 826041596-002 | $31M | 164 | $58,673 | 2y | - |
BROADWAY MEDICAL CLINIC, LLPOR · 930399811-001 | $16M | 117 | $10,125 | 7y | 1 |
Flag exposure
91.7%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (7)
Raw Schedule C names collapsed into FERGUSON WELLMAN CAPITAL MANAGEMENT.
- FERGUSON INVESTMENT SERVICES
- FERGUSON PRIVATE WEALTH MANAGEMENT
- FERGUSON WELLMAN
- FERGUSON WELLMAN CAPITAL MANAG
- FERGUSON WELLMAN CAPITAL MANAGEMENT
- FERGUSON WELLMAN CAPITAL MANAGMENT
- FERGUSON-WELLMAN CAPITAL MANAGEMENT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for FERGUSON WELLMAN CAPITAL MANAGEMENT's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 25.00% | 1.76% | +23.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with FERGUSON WELLMAN CAPITAL MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent