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HALTER FERGUSON FINANCIAL INC
CRD 109563 · SEC 801-57288
13080 GRAND BLVD., SUITE 130, CARMEL, IN, 46032, United States
Phone
317-875-0202
Fax
317-875-0909
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$705.0M
Discretionary AUM
$705.0M
Team
15 total employees; 7 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $48.3M |
| High net worth individuals | 194 | $649.7M |
| Pooled investment vehicles | 1 | $3.8M |
States served
CA, GA, IN, LA, MI, OH, SC, TX, NH, FL
All web addresses on file
- https://twitter.com/bradsferguson
- HTTP://WWW.FOLKD.COM/USER/HALTERFERGUSON
- HTTPS://WWW.LINKEDIN.COM/COMPANY/5428171/
- https://teslamotorsclub.com/tmc/members/paydirt76.137352/
- https://www.youtube.com/user/nvstmnt
- https://www.instagram.com/halterferguson/
- HTTPS://SLASHDOT.ORG/~HALTERFERGUSON
- HTTPS://TWITTER.COM/HALTERFERGUSON
- HTTPS://WWW.PINTEREST.COM/HALTERFERGUSON/
- HTTPS://WWW.HFFINANCIAL.COM
- HTTPS://INDIANAPOLISFINANCIALADVISOR.BLOGSPOT.COM/
- HTTPS://WWW.DIIGO.COM/USER/HALTERFERGUSON
- HTTPS://WWW.FACEBOOK.COM/HALTERFERGUSON/
- https://www.rebellionaire.com
- https://twitter.com/Rebellionair3
- https://www.lumasenti.com
Official SEC filing: View on IAPD