DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

CRD 109232

ROCKVILLE, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:46b32ac0-e2b4-2e39-1ce5-14995deb6b5c

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 29, 2012 to Sep 2, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.06 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $316MItem 5.F on the latest filing (2026-09-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $306M
Private client RAUM: $299MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $158Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 575
Individual clients: 109
High net worth clients: 81
Custody, client assets: $28.1M
SEC number: 801-56625
CRD: 109232
Filings on the tape: 36
First filed: Mar 29, 2012
Latest filed: Sep 2, 2026
Organised: Corporation, MD
Website: mymoneymanager.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DEREK MATTHEW JOHNSON	n/a	ROCKVILLE, MD	24	26	n/a	no
WILLIAM JONATHAN POWELL	Certified Financial Planner	ROCKVILLE, MD	13	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JOHNSON, DEREK, MATTHEW	PRINCIPAL/CCO	E	yes	01/2014	Jan 2, 2014	Jan 30, 2024
POWELL, WILLIAM, JONATHAN	FINANCIAL ADVISOR	Na	no	06/2013	Feb 22, 2018	Jan 30, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$316M	$306M	4	2	0	n/a	n/a
2024	Feb 27, 2025	$271M	$261M	3	2	0	n/a	n/a
2023	Jan 30, 2024	$244M	$236M	3	2	0	n/a	n/a
2022	Mar 1, 2023	$221M	$214M	3	2	0	n/a	n/a
2021	Feb 25, 2022	$233M	$225M	3	2	0	n/a	n/a
2020	Jan 25, 2021	$233M	$227M	3	2	0	n/a	n/a
2019	Jan 27, 2020	$185M	$180M	3	2	0	n/a	n/a
2018	Feb 12, 2019	$172M	$171M	4	3	0	n/a	n/a
2017	Feb 12, 2018	$185M	$183M	5	4	0	n/a	n/a
2016	Feb 1, 2017	$150M	$148M	3	3	n/a	n/a	n/a
2015	Feb 19, 2016	$137M	$134M	3	3	n/a	n/a	n/a
2014	Mar 25, 2015	$146M	$143M	3	3	n/a	n/a	n/a
2013	Mar 4, 2014	$142M	$140M	5	3	n/a	n/a	n/a
2012	Mar 28, 2013	$115M	$115M	5	3	n/a	n/a	n/a
2011	Mar 29, 2012	$106M	$106M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$316M	$271M	16.8%	$221M	12.7%	4	3	0	0

Relationships

Registered with (3)

← WILLIAM JONATHAN POWELLAdvisorregistration: current employment
Sep 11, 2013 to presentfactForm ADV
← DEREK MATTHEW JOHNSONAdvisorregistration: current employment
Feb 25, 2002 to presentfactForm ADV
← DAWN ELLEN DOEBLERAdvisorregistration: previous registration
Jan 21, 2013 to Aug 8, 2013factForm ADV

Controls (1)

← JOHNSON, DEREK, MATTHEWOwnerPRINCIPAL/CCO, ownership code E, individual
Jan 2, 2014 to Jan 30, 2024factForm ADV

Owns (1)

← POWELL, WILLIAM, JONATHANOwnerFINANCIAL ADVISOR, ownership code NA, individual
Feb 22, 2018 to Jan 30, 2024factForm ADV

Dated events

Occurred
Jan 27, 2020
Control person left
Peters John Ferguson (Principal) no longer on Schedule A of Ferguson-Johnson Wealth Management, Inc. (listed 2019-12-16, absent 2020-01-27)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:46b32ac0-e2b4-2e39-1ce5-14995deb6b5c
First observed: Mar 29, 2012
Last observed: Sep 2, 2026 19 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

CRD 109232

ROCKVILLE, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:46b32ac0-e2b4-2e39-1ce5-14995deb6b5c

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:59 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DEREK MATTHEW JOHNSON

n/a

ROCKVILLE, MD

n/a

WILLIAM JONATHAN POWELL

Certified Financial Planner

ROCKVILLE, MD

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JOHNSON, DEREK, MATTHEW

PRINCIPAL/CCO

yes

01/2014

Jan 2, 2014

Jan 30, 2024

POWELL, WILLIAM, JONATHAN

FINANCIAL ADVISOR

06/2013

Feb 22, 2018

Jan 30, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$316M

$306M

n/a

2024

Feb 27, 2025

$271M

$261M

n/a

2023

Jan 30, 2024

$244M

$236M

n/a

2022

Mar 1, 2023

$221M

$214M

n/a

2021

Feb 25, 2022

$233M

$225M

n/a

2020

Jan 25, 2021

$233M

$227M

n/a

2019

Jan 27, 2020

$185M

$180M

n/a

2018

Feb 12, 2019

$172M

$171M

n/a

2017

Feb 12, 2018

$185M

$183M

n/a

2016

Feb 1, 2017

$150M

$148M

n/a

2015

Feb 19, 2016

$137M

$134M

n/a

2014

Mar 25, 2015

$146M

$143M

n/a

2013

Mar 4, 2014

$142M

$140M

n/a

2012

Mar 28, 2013

$115M

n/a

2011

Mar 29, 2012

$106M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$316M

$271M

16.8%

$221M

12.7%