Ferguson-Johnson Wealth Management provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and retirement plan services. Financial planning was provided to 26–50 clients last fiscal year.
Ferguson-Johnson Wealth Management reports 198 clients. They include 109 individual clients, 81 high-net-worth individuals, and 4 pension and profit-sharing plans. Of its assets, 96.6% ($306M across 571 accounts) are managed with discretion; $10.8M across 4 accounts are not. It advised 6 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 12% |
| High-net-worth individuals | 41% | 82% |
| Pension and profit-sharing plans | 2% | 3% |
| Charitable organizations | 2% | 2% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 109 | $38.1M | 12.0% | $349K |
| High-net-worth individuals | 81 | $261M | 82.4% | $3.22M |
| Pension and profit-sharing plans | 4 | $10.8M | 3.4% | $2.69M |
| Charitable organizations | 3 | $6.78M | 2.1% | $2.26M |
| Corporations and other businesses | 1 | $168K | 0.1% | $168K |
| Total | 198 | $316M | 100% | $1.6M |
- Clients
- 109
- Regulatory AUM
- $38.1M
- AUM share
- 12.0%
- Avg. per client
- $349K
- Clients
- 81
- Regulatory AUM
- $261M
- AUM share
- 82.4%
- Avg. per client
- $3.22M
- Clients
- 4
- Regulatory AUM
- $10.8M
- AUM share
- 3.4%
- Avg. per client
- $2.69M
- Clients
- 3
- Regulatory AUM
- $6.78M
- AUM share
- 2.1%
- Avg. per client
- $2.26M
- Clients
- 1
- Regulatory AUM
- $168K
- AUM share
- 0.1%
- Avg. per client
- $168K
Total
- Clients
- 198
- Regulatory AUM
- $316M
- AUM share
- 100%
- Avg. per client
- $1.6M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 6
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Ferguson-Johnson Wealth Management charges up to 1.00% a year for its Investment management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning for clients not engaged on a bundled basis is billed at $400 per hour, with a 50% deposit of the estimated fee due at signing.
Derek Johnson owns 75% or more of Ferguson-Johnson Wealth Management. It has 4 employees, 2 of them in advisory roles.
Leadership
- Derek JohnsonPrincipal/CCO
- William PowellFinancial Advisor
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Derek Matthew Johnson
- William Jonathan Powell
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Ferguson-Johnson Wealth Management, Inc.
Derek Johnson
Control person · since January 2014
Ferguson-Johnson Wealth Management’s regulatory assets grew from $233M (January 2021) to $316M (September 2026); clients rose from 171 to 198 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $316M | 198 | 4 | 1 |
| February 2025 | $271M | 196 | 3 | 1 |
| January 2024 | $244M | 179 | 3 | 1 |
| March 2023 | $221M | 177 | 3 | 1 |
| March 2022 | $233M | 176 | 3 | 1 |
| January 2021 | $233M | 171 | 3 | 1 |
Besides its headquarters, Ferguson-Johnson Wealth Management has 0 offices, with 1 listed address in Maryland.
Maryland · 1 listed address
- 51 Monroe St., Suite Pe 25, RockvilleHQ
Contact and registration details
- Legal name
- Ferguson-Johnson Wealth Management, Inc.
- Headquarters
- 51 Monroe St., Suite Pe 25, Rockville, MD 20850
- Website
- fjwealthmanagement.com
- Phone
- 301-670-0994
- @5016096
- SEC file
- 801-56625
- Founded
- 1978
- Structure
- Maryland corporation
- Fiscal year end
- December
Ferguson-Johnson Wealth Management uses Fidelity ($306M) as custodian for its separately managed accounts. Ferguson-Johnson Wealth Management has custody of $28.1M in client assets for 17 clients.
- FidelityFidelity Distributors Company LLC · Boston, MA · $306M100%
At year end, Ferguson-Johnson Wealth Management’s separately managed accounts were mostly in funds (54%) and stocks (41%). Its reported 13F holdings for the quarter ended 30 June 2026 total $137K across 38 positions; the largest are Dimensional ETF Trust (22.6%), Dimensional ETF Trust (10.0%) and American Centy ETF TR (8.7%).
What the accounts hold
- Stocks41%
- Funds54%
- Bonds1%
- Cash3%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $137K
- Reported 13F value
- 38
- Positions
- 80.6%
- In the 10 largest
- +11.3%
- Value vs. prior quarter
- Dimensional ETF Trust · Core Fixe IN ETF22.6%
- Dimensional ETF Trust · US Cor Equ 2 ETF10.0%
- American Centy ETF TR · Avantis Core FI8.7%
- American Centy ETF TR · US Sml CP Valu8.0%
- iShares TR · Rus 1000 Grw ETF7.2%
- American Centy ETF TR · Avantis Shfxdinc6.7%
- Dimensional ETF Trust · US Targeted Vlu4.9%
- American Centy ETF TR · Intl EQT ETF4.9%
- American Centy ETF TR · Avantis Emgmkt3.8%
- Vanguard BD Index Fds · Short Trm Bond3.8%
Together, the ten largest are 80.6% of reported value.
How many clients does Ferguson-Johnson Wealth Management have?
Ferguson-Johnson Wealth Management has 198 clients and manages $316 million for them, as of September 2026. They include 109 individual clients, 81 high-net-worth individuals, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026
What services does Ferguson-Johnson Wealth Management offer?
Ferguson-Johnson Wealth Management provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Ferguson-Johnson Wealth Management charge?
Ferguson-Johnson Wealth Management charges up to 1.00% a year for its Investment management. The fee is billed in advance and is negotiable.
Which custodians does Ferguson-Johnson Wealth Management use?
Ferguson-Johnson Wealth Management’s separately managed account assets are held at Fidelity Distributors Company LLC (Boston, MA), with $306M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026
How many financial advisors does Ferguson-Johnson Wealth Management have?
Ferguson-Johnson Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ferguson-Johnson Wealth Management invest in?
At the end of its last fiscal year, Ferguson-Johnson Wealth Management’s separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 41% exchange-traded equities, 3% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ferguson-Johnson Wealth Management?
Ferguson-Johnson Wealth Management’s direct owner is Derek Johnson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 September 2026
How does Ferguson-Johnson Wealth Management get paid?
Ferguson-Johnson Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Ferguson-Johnson Wealth Management registered with the SEC?
Yes, Ferguson-Johnson Wealth Management has been registered with the SEC as an investment adviser since 23 June 1999. Its CRD number is 109232 and its SEC file number is 801-56625.
Source: Form ADV Part 1A, Item 1, filed 2 September 2026; IAPD firm record
How do I contact Ferguson-Johnson Wealth Management?
Ferguson-Johnson Wealth Management’s main office is at 51 Monroe St., Suite Pe 25, Rockville, MD 20850. Its phone number is 301-670-0994. Its website is fjwealthmanagement.com.