Ferguson Asset Management Inc (Potomac)

Ferguson Asset Management Inc is a large advisory firm based in Potomac. It manages $142.15 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, District of Columbia, Florida, and 4 other states.

Ferguson Asset Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ferguson Asset Management: assets under management

The assets under management (AUM) of Ferguson Asset Management Inc is $142.15 million. The firm's AUM has grown by 238% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $140.48 million in discretionary accounts and $1.67 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.03 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.67 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ferguson Asset Management Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ferguson Asset Management Inc

John Peters Ferguson has been acting as President since 1 Jan 1978. Derek Matthew Johnson joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Peters Ferguson	President	1 Jan 1978	75% - 100%	206460
Derek Matthew Johnson	Vice president	1 Jan 2014	25% - 50%	4598757

Based in Potomac

The principal office where Ferguson Asset Management Inc performs its advisory services is located at 13305 Travilah Road, Potomac, MD 20854, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.