Role at Ferguson Wellman Capital Management
- Title on Schedule A
- Chief Investment Officer - Director
- Control
- George Hosfield is a control person of Ferguson Wellman Capital Management.
- Ownership
- The filed direct ownership band is 10% to 25%.
- Tenure
- George Hosfield has held the filed role since January 2003.
The firm
Form ADV filed 9 June 2026
Career on record
George Hosfield has been registered through Ferguson Wellman Capital Management since November 1991.
- – present · 35 yearsPortland, OR · Adviser representative · Firm CRD 104692
- Passed Series 7, Series 63 and Series 3 · 1983
Registrations and exams
George Hosfield has a current investment-adviser registration in Oregon and has passed 3 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Oregon | Investment adviser representative | Approved | 29 November 1991 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 29 August 1983 |
| Series 3 | National Commodity Futures Examination | 6 September 1983 |
| Series 7 | General Securities Representative Examination | 20 August 1983 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- George Walter Hosfield
- CRD
- 1177387
- Registration status
- Investment adviser registration
- Office
- 888 SW FIFTH AVENUE, #1200, Portland, OR 97204
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
Common questions
Where does George Hosfield work?
George Hosfield has been Chief Investment Officer - Director of Ferguson Wellman Capital Management, Inc. since January 2003, and is a control person of the firm.
Is George Hosfield a financial advisor?
Yes. George Hosfield has a current investment-adviser registration in Oregon, through Ferguson Wellman Capital Management since November 1991, as of 17 October 2026.
How many years of experience does George Hosfield have?
George Hosfield has worked in the financial industry for 34 years as of 17 October 2026, counted from 28 November 1991, across 1 adviser firm.
What exams has George Hosfield passed?
George Hosfield has passed 3 licensing exams: the Series 7, Series 63 and Series 3. The earliest, the Series 7, was passed in August 1983.
Where is George Hosfield based?
George Hosfield’s registered office is in Portland, OR.
Leadership at Ferguson Wellman Capital Management
- Ezra KoverChief Compliance Officer
- Ralph ColeDirector
- Joshua FrankelDirector
- Steven HolwerdaManaging Director
- Jason NorrisDirector
- Dean DordevicPrincipal
- Nathan AyottePrincipal
- Bradley HoulePrincipal
- Mary LagoPrincipal
- Tari KinatederPrincipal