Role at Ferguson Wellman Capital Management
- Title on Schedule A
- Principal
- Control
- Bradley Houle is a control person of Ferguson Wellman Capital Management.
- Ownership
- The filed direct ownership band is 5% to 10%.
- Tenure
- Bradley Houle has held the filed role since December 2021.
The firm
Form ADV filed 9 June 2026
Career on record
Bradley Houle has been registered through Ferguson Wellman Capital Management since March 2013, and before that through D.a. Davidson & Co. and Davidson Investment Advisors, Inc..
- – present · 14 yearsPortland, OR · Adviser representative · Firm CRD 104692
- D.a. Davidson & Co.– · 11 yearsGreat Falls, MT · Adviser representative · Firm CRD 199
- Davidson Investment Advisors, Inc.– · 16 yearsGreat Falls, MT · Adviser representative · Firm CRD 110552
- Passed Series 65 · 1996
- Passed Series 7 and Series 63 · 1990
Registrations and exams
Bradley Houle has a current investment-adviser registration in Oregon and has passed 3 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Oregon | Investment adviser representative | Approved | 27 March 2013 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 November 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 November 1990 |
| Series 7 | General Securities Representative Examination | 20 October 1990 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Bradley Hunter Houle
- CRD
- 2095609
- Registration status
- Investment adviser registration
- Office
- 805 SOUTHWEST BROADWAY, SUITE 2100, Portland, OR 97205
- Firm bio
- fergusonwellman.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Ferguson Wellman identifies Brad Houle as head of fixed income and a portfolio manager. The firm says he previously worked at Davidson Investment Advisors and earned an MBA from the University of Oregon and a BA from the University of Montana. Official firm biography
Common questions
Where does Bradley Houle work?
Bradley Houle has been Principal of Ferguson Wellman Capital Management, Inc. since December 2021, and is a control person of the firm.
Is Bradley Houle a financial advisor?
Yes. Bradley Houle has a current investment-adviser registration in Oregon, through Ferguson Wellman Capital Management since March 2013, as of 17 October 2026.
How many years of experience does Bradley Houle have?
Bradley Houle has worked in the financial industry for 29 years as of 17 October 2026, counted from 4 March 1997, across 3 adviser firms.
What exams has Bradley Houle passed?
Bradley Houle has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 1990.
Where did Bradley Houle work before Ferguson Wellman Capital Management?
Before Ferguson Wellman Capital Management, Bradley Houle was registered through D.a. Davidson & Co., April 2002 to February 2013; Davidson Investment Advisors, Inc., January 1997 to February 2013.
Where is Bradley Houle based?
Bradley Houle’s registered office is in Portland, OR.
Leadership at Ferguson Wellman Capital Management
- Ezra KoverChief Compliance Officer
- Ralph ColeDirector
- Joshua FrankelDirector
- Steven HolwerdaManaging Director
- George HosfieldChief Investment Officer - Director
- Jason NorrisDirector
- Dean DordevicPrincipal
- Nathan AyottePrincipal
- Mary LagoPrincipal
- Tari KinatederPrincipal