DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Ferguson-Johnson Wealth Management, Inc.
Latest filing Sep 2, 2026
First filing on the tape Mar 29, 2012 · 36 filings
SEC status approved since Jun 23, 1999
RAUM
$316M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
94%
$299M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$158M
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$316M as of Mar 16, 2026
Mar 29, 2012$106M then
HNW client RAUM$261M as of Mar 16, 2026
Feb 12, 2018$141M then
State-registered IARs (5.B.3)2 as of Mar 16, 2026
Mar 28, 20133 then
Employees (5.A)4 as of Mar 16, 2026
Mar 28, 20135 then
Private funds: no history
RAUM +17% over the last fiscal year+13% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Sep 2, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $158MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 95derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.2MderivedHNW RAUM over HNW clients
- Average account
- $550,182derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 5.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.6%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $28.1M, 17 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$261M82%
- Individuals$38.1M12%
- Pension and profit-sharing plans$10.8M3.4%
- Charitable organizations$6.8M2.1%
- Corporations and businesses$168,3670.1%
- Individual clients
- 109reported
- HNW clients
- 81reported
- Pension plan clients
- 4reported
- Charitable clients
- 3reported
- Accounts
- 575reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $28.1M for 17 clientsreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.94 fund_share=0.0 institutional_share=0.06 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Derek Matthew Johnson | Rockville, Md | Feb 25, 2002 | 26 y | 0 |
| William Jonathan PowellCertified Financial Planner | Rockville, Md | Sep 11, 2013 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Dawn Ellen Doebler to Madison Wealth ManagementAug 8, 2013 · Other
- Dawn Ellen Doebler to Legend Financial Advisors IncJul 22, 2009 · Other
Joined, latest
- Dawn Ellen Doebler from Emergingwealth Investment Management, Inc.Jan 21, 2013 · Other
- Dawn Ellen Doebler from Tripp Financial Consultants, Inc.Mar 13, 2008 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Matthew Derek Johnson · Principal/Ccocontrolsince 01/2014 · owns 75% or more
- Jonathan William Powell · Financial Advisorsince 06/2013 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Rockville, Md · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Financial planning clients · 26-50 to 26-50Mar 16, 2026 to Sep 2, 2026
- Related adviser · false to unsetMar 16, 2026 to Sep 2, 2026
- Related bank · false to unsetMar 16, 2026 to Sep 2, 2026
- Related broker-dealer · false to unsetMar 16, 2026 to Sep 2, 2026
- Related insurance company · false to unsetMar 16, 2026 to Sep 2, 2026
- Succession · false to unsetMar 16, 2026 to Sep 2, 2026
- Accounts · 522 to 575Feb 27, 2025 to Mar 16, 2026
- Charity clients · 4 to 3Feb 27, 2025 to Mar 16, 2026
- HNW clients · 71 to 81Feb 27, 2025 to Mar 16, 2026
- Individual clients · 116 to 109Feb 27, 2025 to Mar 16, 2026
- Assets in custody · $16.4M to $28.1MFeb 27, 2025 to Mar 16, 2026
- Employees · 3 to 4Feb 27, 2025 to Mar 16, 2026
- Financial planning clients · 51-100 to 26-50Feb 27, 2025 to Mar 16, 2026
- Discretionary RAUM · $261M to $306MFeb 27, 2025 to Mar 16, 2026
- HNW RAUM · $216M to $261MFeb 27, 2025 to Mar 16, 2026
- Individual RAUM · $40.7M to $38.1MFeb 27, 2025 to Mar 16, 2026
- Non-discretionary RAUM · $9.5M to $10.8MFeb 27, 2025 to Mar 16, 2026
- Pension RAUM · $9.5M to $10.8MFeb 27, 2025 to Mar 16, 2026
- RAUM · $271M to $316MFeb 27, 2025 to Mar 16, 2026
- Accounts · 510 to 522Jan 30, 2024 to Feb 27, 2025
- HNW clients · 66 to 71Jan 30, 2024 to Feb 27, 2025
- Individual clients · 104 to 116Jan 30, 2024 to Feb 27, 2025
- Assets in custody · $17.7M to $16.4MJan 30, 2024 to Feb 27, 2025
- Financial planning clients · 51-100 to 51-100Jan 30, 2024 to Feb 27, 2025
- Discretionary RAUM · $236M to $261MJan 30, 2024 to Feb 27, 2025
- HNW RAUM · $195M to $216MJan 30, 2024 to Feb 27, 2025
- Individual RAUM · $36.3M to $40.7MJan 30, 2024 to Feb 27, 2025
- Non-discretionary RAUM · $8.8M to $9.5MJan 30, 2024 to Feb 27, 2025
- Pension RAUM · $8.8M to $9.5MJan 30, 2024 to Feb 27, 2025
- RAUM · $244M to $271MJan 30, 2024 to Feb 27, 2025
- Accounts · 177 to 510Aug 30, 2023 to Jan 30, 2024
- Corporate clients · unset to 1.0Aug 30, 2023 to Jan 30, 2024
- HNW clients · 62 to 66Aug 30, 2023 to Jan 30, 2024
- Individual clients · 107 to 104Aug 30, 2023 to Jan 30, 2024
- Assets in custody · $22.0M to $17.7MAug 30, 2023 to Jan 30, 2024
- Discretionary RAUM · $214M to $236MAug 30, 2023 to Jan 30, 2024
- HNW RAUM · $176M to $195MAug 30, 2023 to Jan 30, 2024
- Individual RAUM · $34.2M to $36.3MAug 30, 2023 to Jan 30, 2024
- Non-discretionary RAUM · $6.6M to $8.8MAug 30, 2023 to Jan 30, 2024
- Pension RAUM · $6.7M to $8.8MAug 30, 2023 to Jan 30, 2024
Signals
1 dated events
- Peters John Ferguson (Principal) no longer on Schedule A of Ferguson-Johnson Wealth Management, Inc. (listed 2019-12-16, absent 2020-01-27)Jan 27, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 301-670-0994reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/5016096/ADMIN/UPDATESreportedpublic record, Form ADV, Sep 18, 2026
- Website
- MYMONEYMANAGER.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 301-670-0994reportedpublic record, Form ADV, Sep 2, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $158Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026