# HALTER FERGUSON FINANCIAL INC

HALTER FERGUSON FINANCIAL INC of CARMEL, IN is an SEC-registered investment adviser.

## Registration

- CRD: 109563
- Type: SEC-registered investment adviser
- SEC file number: 801-57288
- Location: 13080 GRAND BLVD., SUITE 130, CARMEL, IN, 46032
- Phone: 317-875-0202
- Latest filing: 2026-07-27
- Regulatory AUM: $705.0M
- Discretionary AUM: $705.0M
- Clients: 15
- Accounts: 1,076

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Charities, Investment cos

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Bradford Scott Ferguson | PRESIDENT | — |
| Matthew Charles Smith | CHIEF COMPLIANCE OFFICER | — |
| FERGUSON SCOTT K | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| HALTER CRISTIE SUE | SECRETARY TREASURER | — |
| FERGUSON ROBERT SCOTT | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109563/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109563/similar
- Related entities: https://search.stillhousedata.com/firm/109563/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109563

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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.