Ferguson Andrews Investment Advisers Inc (Charlottesville)

Ferguson Andrews Investment Advisers Inc is a mid-sized advisory firm based in Charlottesville. It manages $47.92 million of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.

Ferguson Andrews Investment Advisers provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ferguson Andrews Investment Advisers: assets under management

The assets under management (AUM) of Ferguson Andrews Investment Advisers Inc is $47.92 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $47.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $570.5 thousand each.

Ferguson Andrews Investment Advisers has custody of $47.83 million in cash and securities for 83 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ferguson Andrews Investment Advisers Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ferguson Andrews Investment Advisers Inc

Junior Gray Ferguson has been acting as President since 1 Jan 1992. Kenneth Lee Neathery joined the executive team most recently as the Director/President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Junior Gray Ferguson	Chairman/director	1 Jan 1992	75% - 100%	2223884
Janet Marlene Ferguson	Director	1 Jan 1992	Other	2417896
Jay Gray Ferguson	Director/treasurer, sr. vp	1 Jan 1992	Other	2374361
Kenneth Lee Neathery	Director/president	1 Oct 1993	Other	1275232
Sarah Wall Neathery	Sr. portfolio manager	1 Oct 1993	Other	1838287

Based in Charlottesville

The principal office where Ferguson Andrews Investment Advisers Inc performs its advisory services is located at 107 S. First Street #203, Charlottesville, VA 22902 5085 The mailing address of the firm is P. O. Box 2379, Charlottesville, VA 22902 2379. It doesn’t run an office outside of the United States.