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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-05-1985
- Office Locations
- 3
Office Locations
About Deerfield
Deerfield is an Indianapolis-based wealth management firm built around its WealthWhile® financial planning approach, designed to connect client resources with priorities as lives and careers grow more complex. The firm works with business leaders and professionals (including physicians, attorneys and women), pairing planning with investment management commonly implemented using funds/ETFs and municipal bonds, with Schwab as a key custodian. Recognized on Worth’s Top RIA Firms 2025.
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Owner & Executives
BRADLEY RAYMOND COUGILL
Chief Investment Officer, VICE PRESIDENT, Wealth Manager
- CRD
- #2240747
- Ownership
- 25% but less than 50%
SUSAN MARIE STEEL
Chief Financial Officer, CHIEF OPERATING OFFICER, President
- CRD
- #4346489
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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KENT Alexander DELPH
--
- CRD
- #6830224
Aidan Christopher Finet
Associate Advisor
- CRD
- #7324775
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $974,666,210 | $945,360 |
| Non-Discretionary | $201,583,566 | $4,799,609 |
| Total | $1,176,249,776 | $1,096,225 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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