Deerfield Financial Advisors, Inc.
● SEC registered since 1985CRD 104964SEC# 801-25156Indianapolis, IN
Reg. AUM
$1.18B
Employees
14
Accounts
1,073
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 $1.2 billion in regulatory assets under management and employs 14 people.
Deerfield Financial Advisors, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Raymond Cougill Control | Senior Shareholder, Vice President, And Chief Investment Officer | 25-50% | 2000 |
| Marcus Franklin Miller Control | Shareholder | 10-25% | 2021 |
| Marsha Ann Kalasmiki Control | Chief Compliance Officer | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Deerfield Financial Advisors, Inc. manage?
Deerfield Financial Advisors, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Deerfield Financial Advisors, Inc. have?
Deerfield Financial Advisors, Inc. reports 14 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
| Address | 310 E. 96th Street, Suite 375, Indianapolis, IN 46240 |
| Phone | 317-469-2455 |
| Fax | 317-469-2460 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.18B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$1.18Bregulatory AUM
Discretionary $974.7MNon-discretionary $201.6M