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Deerfield Financial Advisors, Inc.

● SEC registered since 1985CRD 104964SEC# 801-25156Indianapolis, IN
Export (members)
Reg. AUM
$958.7M
Employees
15
Accounts
938
Location
Indianapolis, IN

Deerfield Financial Advisors, Inc. assets under management

Deerfield Financial Advisors, Inc. is an SEC-registered investment adviser based in Indianapolis, IN. The firm has been registered since 1985. It reports $958.7 million in regulatory assets under management and employs 15 people.
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Deerfield Financial Advisors, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Bradley Raymond Cougill ControlSenior Shareholder, Vice President, And Chief Investment Officer25-50%2000
Marcus Franklin Miller ControlShareholder10-25%2021
Marsha Ann Kalasmiki ControlChief Compliance OfficerUnder 5%2019
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Frequently asked questions

How much does Deerfield Financial Advisors, Inc. manage?

Deerfield Financial Advisors, Inc. reports $958.7 million in regulatory assets under management on its Form ADV.

How many employees does Deerfield Financial Advisors, Inc. have?

Deerfield Financial Advisors, Inc. reports 15 employees.

Where is Deerfield Financial Advisors, Inc. located?

Deerfield Financial Advisors, Inc. is based in Indianapolis, IN and has been SEC-registered since 1985.

Does Deerfield Financial Advisors, Inc. disclose fund performance?

Deerfield Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address310 E. 96th Street, Suite 375, Indianapolis, IN 46240
Phone317-469-2455
Fax317-469-2460
Office hours8:00 a.m.-5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$796.6M
Non-discretionary$162.1M
Total (RAUM)$958.7M