AdvisorCensus / Financial advisors / District of Columbia / Washington / Ferguson-Johnson Wealth Management, Inc.
Ferguson-Johnson Wealth Management, Inc.
Filed as FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
Ferguson-Johnson Wealth Management, Inc. is an SEC-registered investment advisory firm in Rockville, MD, registered since 1999, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.
Quick answers
From the filingHow is Ferguson-Johnson Wealth Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Ferguson-Johnson Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.
How much does Ferguson-Johnson Wealth Management, Inc. charge?
Its Form ADV Part 2A brochure dated March 16, 2026 states: Hourly rate: $400 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Ferguson-Johnson Wealth Management, Inc. located?
Ferguson-Johnson Wealth Management, Inc.'s principal office is in Rockville, MD, according to its Form ADV.
Is Ferguson-Johnson Wealth Management, Inc. registered with the SEC or a state?
Ferguson-Johnson Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 109232.
How much does Ferguson-Johnson Wealth Management, Inc. manage?
Ferguson-Johnson Wealth Management, Inc. reports $316,354,533 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (97% discretionary).
How have Ferguson-Johnson Wealth Management, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Ferguson-Johnson Wealth Management, Inc.: Regulatory assets under management: $232,950,640 in the October 2021 data and $316,354,533 in the October 2026 data, up 36%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Ferguson-Johnson Wealth Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (109); high net worth individuals (81); pension and profit sharing plans (but not the plan participants or government pension plans) (4).
Which custodians does Ferguson-Johnson Wealth Management, Inc. use?
Ferguson-Johnson Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets.
Does Ferguson-Johnson Wealth Management, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109232
What changed in Ferguson-Johnson Wealth Management, Inc.'s recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in NC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AHourly rate: $400 an hour (financial planning services)
The brochure's wording
For clients engaged in financial planning services, not under the bundled engagement, Ferguson-Johnson Wealth management will be compensated by hourly rate of $400 per hour.
As stated in the firm's Form ADV Part 2A brochure dated March 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$316,354,533 as of October 2026, filing dated September 2, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1999 (27 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $316,354,533 | 4 | September 2, 2026 |
| October 2025 | $270,874,727 | 3 | February 27, 2025 |
| October 2024 | $244,458,813 | 3 | January 30, 2024 |
| October 2023 | $221,062,803 | 3 | August 30, 2023 |
| October 2022 | $232,724,301 | 3 | September 12, 2022 |
| October 2021 | $232,950,640 | 3 | January 25, 2021 |
Regulatory assets under management: $232,950,640 in the October 2021 data and $316,354,533 in the October 2026 data, up 36%.
Total employees: 3 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in NC.
- April 2026
- Regulatory assets under management went from $270,874,727 to $316,354,533 (+17%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Ferguson-Johnson Wealth Management, Inc. (CRD 109232): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ferguson-johnson-wealth-management-inc-rockville-md-109232