Ferguson-Johnson Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Rockville, MD. Its latest Form ADV filing, dated March 16, 2026, reports $316M in regulatory assets under management, 4 employees, and 575 accounts.
Assets Under Management
$316M
Employees
4
Offices
--
Total Clients
198
Primary office
ROCKVILLE, MD
51 MONROE ST., SUITE PE 25, ROCKVILLE, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.1% of total clients.
Top client categories% of clientsClients
1
Individuals
55.1%
109
2
HNWI
40.9%
81
3
Pension Plans
2.0%
4
4
Charitable
1.5%
3
5
Corporations
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$316Mas of March 16, 2026
Discretionary96.6%
$306M
97% of total RAUM96.6%
Non-discretionary3.4%
$11M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$316M
Total Accounts575
10Y AUM Change+$166M (+110.9%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee50:1
10Y Employee Change+1 (+33.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.