# 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.

- CRD: 109232
- Filed as: FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rockville, MD
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109232
- AdvisorCensus page: https://advisorcensus.com/firm/ferguson-johnson-wealth-management-inc-rockville-md-109232

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Hourly rate: $400 an hour (financial planning services)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $316,354,533
- Discretionary: $305,574,740
- Non-discretionary: $10,779,793

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 109 | $38,053,923 |
| High net worth individuals | 81 | $260,569,113 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $10,779,793 |
| Charitable organizations | 3 | $6,783,337 |
| Corporations or other businesses not listed above | 1 | $168,367 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1999 (27 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, MA, MD, NC, NH, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fjwealthmanagement.com
- mymoneymanager.com
- LinkedIn @5016096

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $232,950,640 | 3 | January 25, 2021 |
| October 2022 | $232,724,301 | 3 | September 12, 2022 |
| October 2023 | $221,062,803 | 3 | August 30, 2023 |
| October 2024 | $244,458,813 | 3 | January 30, 2024 |
| October 2025 | $270,874,727 | 3 | February 27, 2025 |
| October 2026 | $316,354,533 | 4 | September 2, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ferguson-Johnson Wealth Management, Inc. (CRD 109232): Form ADV filing data as of October 2026.