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Director · Ferguson Wellman Capital Management, Inc.

Joshua D Frankel

CRD 5672556 · Named on Form ADV at one SEC-registered adviser

At a glance

Ferguson Wellman Capital Management, Inc., an SEC-registered wealth manager based in Portland, OR with $10.7 billion in regulatory assets, lists Joshua D Frankel on its Form ADV as Director, a control person.

Firms and roles

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Joshua’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

  • Ezra W KoverChief Compliance Officer, Ferguson Wellman Capital Management, Inc.
  • Steven J. HolwerdaManaging Director, Ferguson Wellman Capital Management, Inc.
  • George W. HosfieldChief Investment Officer - Director, Ferguson Wellman Capital Management, Inc.
  • Dean M. DordevicPrincipal, Ferguson Wellman Capital Management, Inc.
  • Ralph W. ColeDirector, Ferguson Wellman Capital Management, Inc.

5 more people named with Joshua on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.