Halter Ferguson Financial Inc
Halter Ferguson Financial Inc is an SEC-registered wealth manager in Carmel, IN with $705.0M assets under management (AUM, regulatory AUM), +45% over one year. See who owns Halter Ferguson Financial Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109563, SEC 801-57288, data through 2026-05-11.
- AUM (assets under management / regulatory AUM)
- $705.0M (2026-05-11)
- Firm type
- Wealth Manager
- Location
- Carmel, IN
- Employees
- 15
- Clients
- 292
- CRD
- 109563
- Ownership
- FERGUSON, SCOTT, K; HALTER, CRISTIE, SUE; FERGUSON, BRADFORD, SCOTT; FERGUSON, SCOTT; SMITH, MATTHEW, CHARLES
How much AUM does Halter Ferguson Financial Inc have?
Halter Ferguson Financial Inc reported $705.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-11).
Who owns Halter Ferguson Financial Inc?
Disclosed owners and executives of Halter Ferguson Financial Inc include FERGUSON, SCOTT, K, HALTER, CRISTIE, SUE, FERGUSON, BRADFORD, SCOTT, FERGUSON, SCOTT, SMITH, MATTHEW, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.