# DEERFIELD FINANCIAL ADVISORS, INC.

DEERFIELD FINANCIAL ADVISORS, INC. of INDIANAPOLIS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 104964
- Type: SEC-registered investment adviser
- SEC file number: 801-25156
- Location: 310 E. 96TH STREET, SUITE 375, INDIANAPOLIS, IN, 46240
- Phone: 317-469-2455
- Latest filing: 2026-03-03
- Regulatory AUM: $1.2B
- Discretionary AUM: $974.7M
- Non-discretionary AUM: $201.6M
- Clients: 14
- Accounts: 1,073

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Susan Marie Steel | SENIOR SHAREHOLDER, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | — |
| Bradley Raymond Cougill | SENIOR SHAREHOLDER, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | — |
| Marsha Ann Kalasmiki | CHIEF COMPLIANCE OFFICER | — |
| Matthew Lewis Roop | SHAREHOLDER | — |
| Marcus Franklin Miller | SHAREHOLDER | — |
| BELLMER RICHARD LANCE | CEO, MANAGING PARTNER, INVESTMENT COMMITTEE CHAIRPERSON, AND MARKETING DIRECTOR; CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR, INVESTMENT COMMITTEE MEMBER; PARTNER | — |
| STEEL SUSAN MARIE | CFO, PARTNER, INVESTMENT COMMITTEE MEMBER, AND CHIEF COMPLIANCE OFFICER; CFO, PARTNER, INVESTMENT COMMITTEE MEMBER, AND COMPLIANCE OFFICER; DIRECTOR, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, INVESTMENT COMMITTEE MEMBER (+5 more) | — |
| COUGILL BRADLEY RAYMOND | COO, PARNTER, INVESTMENT COMMITTEE MEMBER, AND HUMAN RESOURCE DIRECTOR; DIRECTOR, CHIEF INVESTMENT OFFICER, DIRECTOR OF BUSINESS DEVELOPMENT, INVESTMENT COMMITTEE CHAIRPERSON; DIRECTOR, VICE PRESIDENT AND CHIEF INVESTMENT OFFICER (+3 more) | — |
| HOCKEMA BENJAMIN JOSEPH | DIRECTOR AND VICE PRESIDENT | — |
| MILLER kEITH FRANKLIN | SHAREHOLDER | — |
| KALASMIKI MARSHA ANN | CHIEF COMPLIANCE OFFICER | — |
| ROOP MATTHEW LEWIS | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104964/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104964/similar
- Related entities: https://search.stillhousedata.com/firm/104964/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104964

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.