SEC Form ADV · CIK 1107082

HALTER FERGUSON FINANCIAL INC

Firm profile: Halter Ferguson Financial — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIN
$705.0M
Assets Under Management
4
Total Clients
15
Employees
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Registration Details

CIK
1107082
Accession
crd-109563
Location
CARMEL, IN
Filing Date
October 1, 2026
AUM
$705.0M
Total Clients
4
Institutional Clients
1
Employees
15
Amendment
No

Client Types

IndividualsHNW IndividualsPooled Investment VehiclesCharitable Organizations

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1, $3.8M in combined gross assets.

  • LUMASENSEYE II, A SERIES OF HCAM WY LLCOther Private Fund$3.8M

About this Adviser

HALTER FERGUSON FINANCIAL INC is a registered investment adviser headquartered in CARMEL, IN, managing approximately $705.0M in assets across 4 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.