{
  "crd_number": 109232,
  "slug": "ferguson-johnson-wealth-management-inc-rockville-md-109232",
  "primary_business_name": "FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.",
  "legal_name": "FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Rockville",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1999-06-23",
  "years_registered": 27,
  "period": "2026-10-01",
  "filing_date": "2026-09-02",
  "carried_forward": false,
  "raum_total": 316354533.0,
  "raum_discretionary": 305574740.0,
  "raum_non_discretionary": 10779793.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 6783337.0,
      "count": 3
    },
    "individuals": {
      "raum": 38053923.0,
      "count": 109
    },
    "pension_profit_sharing": {
      "raum": 10779793.0,
      "count": 4
    },
    "high_net_worth_individuals": {
      "raum": 260569113.0,
      "count": 81
    },
    "corporations_other_businesses": {
      "raum": 168367.0,
      "count": 1
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DC",
    "FL",
    "MA",
    "MD",
    "NC",
    "NH",
    "TX",
    "VA"
  ],
  "websites": [
    "https://fjwealthmanagement.com",
    "https://linkedin.com/COMPANY/5016096/ADMIN/UPDATES",
    "https://mymoneymanager.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109232",
  "city_as_filed": "ROCKVILLE",
  "url": "https://advisorcensus.com/firm/ferguson-johnson-wealth-management-inc-rockville-md-109232",
  "display_name": "Ferguson-Johnson Wealth Management, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Ferguson-Johnson Wealth Management, Inc. (CRD 109232): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Ferguson-Johnson Wealth Management, Inc. compensated?",
      "a": "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."
    },
    {
      "q": "How much does Ferguson-Johnson Wealth Management, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Where is Ferguson-Johnson Wealth Management, Inc. located?",
      "a": "Ferguson-Johnson Wealth Management, Inc.'s principal office is in Rockville, MD, according to its Form ADV."
    },
    {
      "q": "Is Ferguson-Johnson Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Ferguson-Johnson Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 109232."
    },
    {
      "q": "How much does Ferguson-Johnson Wealth Management, Inc. manage?",
      "a": "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)."
    },
    {
      "q": "How have Ferguson-Johnson Wealth Management, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Ferguson-Johnson Wealth Management, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Ferguson-Johnson Wealth Management, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Ferguson-Johnson Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Ferguson-Johnson Wealth Management, Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in NC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 232950640.0,
      "total_employees": 3,
      "filing_date": "2021-01-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 232724301.0,
      "total_employees": 3,
      "filing_date": "2022-09-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 221062803.0,
      "total_employees": 3,
      "filing_date": "2023-08-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 244458813.0,
      "total_employees": 3,
      "filing_date": "2024-01-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 270874727.0,
      "total_employees": 3,
      "filing_date": "2025-02-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 316354533.0,
      "total_employees": 4,
      "filing_date": "2026-09-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in NC."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $270,874,727 to $316,354,533 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $400 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $400 an hour (financial planning services)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 400.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Distributors Company LLC",
      "name_as_filed": "FIDELITY DISTRIBUTORS COMPANY LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/ferguson-johnson-wealth-management-inc-rockville-md-109232.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 109,
      "fewer_than_5": false,
      "raum": 38053923.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 81,
      "fewer_than_5": false,
      "raum": 260569113.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 10779793.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": false,
      "raum": 6783337.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 168367.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109232",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}