$705.0M Total AUM
$705.0M Disc. AUM
22.8% 3Y CAGR
15 Employees
296 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Principal
- Clients
- Retail and Institutional
- Platforms
- ValueVertex +more
- Established Date
- 02-18-2000
- Office Locations
- 2
Office Locations
13080 Grand Blvd. Suite 130 Carmel IN
-- Plymouth MI
About Halter Ferguson Financial INC
Halter Ferguson Financial is a fiduciary advisory firm founded in 1986 in the Indianapolis area, serving clients nationwide. The team provides wealth management, financial planning, and personalized asset management—helping proactive savers align portfolios and long-term plans with their goals, risk tolerance, and values, with an emphasis on risk mitigation and long-term, multi‑generational relationships.
Team overview
44 AVG AGE
$100.7M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
5.7 yrs AVG TENURE
15 Employees
7 Advisory Reps
5 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Zenith frontier Momentum Wave Prime eagle Foundation
Client Personas
Insight Frontier wave
Custodian
Focus Pathway Value Harbor momentum
Investment Themes
Alpha radial Pathway Unison signal
Investment Vehicles
Fusion unison
Platform
Peak Matrix
Services
Quantum delta Zenith Ridge Catalyst Prime Timber Delta harbor Element capital Alpha delta Horizon
Technology
Crest alpha Legacy Vital delta Harbor vital
Owner & Executives
B
BRADFORD SCOTT FERGUSON
Financial Advisor, General Partner, President
- CRD
- #5062898
- Ownership
- 75% or more
(283) 378-5712
harbor.harbor@bridgecapital.com
in linkedin.com/in/glacier-radial
M
MATTHEW CHARLES SMITH
Chief Compliance Officer, Investment Advisor, Manager
- CRD
- #5922356
- Ownership
- Less than 5%
(528) 534-3913
fusion.focus@radialcapital.com
in linkedin.com/in/optima-glacier
Showing 2 of 2 owners & executives
Unlock allContacts
L
Lisa Marie Hileman Angelo
--
- CRD
- #8269932
(888) 746-7129
radial.legacy@alphacapital.com
in linkedin.com/in/crest-wave
H
Henry M Dierkes
--
- CRD
- #8247111
(227) 604-2432
horizon.ember@harborcapital.com
in linkedin.com/in/foundation-value
F
Foundation legacy
Fusion frontier focus
- CRD
- #54330
(310) 460-3288
harbor.matrix@deltacapital.com
in linkedin.com/in/vertex-eagle
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $704,950,608 | $655,159 |
| Non-Discretionary | $0 | -- |
| Total | $704,950,608 | $655,159 |
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Separately Managed Accounts
Total SMA Asset: $701,116,608
Equity - Exchange:
7.4% Public Funds:
13.4% Cash:
16.7% Municipal Bonds:
10.9% Corporate - Investment Grade:
8.2% Corporate - Non-Investment Grade:
16.9% Derivatives:
10.1% U.S. Government/Agency:
16.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $249,463,147 | 7.4% |
| Public Funds | $451,730,563 | 13.4% |
| Cash | $562,977,642 | 16.7% |
| Municipal Bonds | $367,452,473 | 10.9% |
| Corporate - Investment Grade | $276,432,136 | 8.2% |
| Corporate - Non-Investment Grade | $569,719,889 | 16.9% |
| Derivatives | $340,483,484 | 10.1% |
| U.S. Government/Agency | $552,864,272 | 16.4% |
| Total | $3,371,123,606 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT FUSION | HARBOR VECTOR | 05JB3ZEQQ | OZJW | 9.88% | $60,461,297 |
| EMBER INSIGHT LEGACY | SIGNAL BEACON | HU6SFLCMY | SBZYL | 1.55% | $38,191,955 |
| UNISON SIGNAL EAGLE | SIGNAL RADIAL | PEXDBYCAG | QDOX | 10.78% | $98,281,976 |
| ZENITH OAK FOCUS | UNISON RIDGE | 9GJO4H5UD | XBCR | 6.58% | $97,840,408 |
| RIDGE PIONEER PIONEER | EMBER HORIZON | B9OXOKUS5 | OXSVT | 8.86% | $105,223,396 |
| VECTOR CAPITAL | UNISON OAK | EK48K7FPW | FUBZR | 3.73% | $6,746,351 |
| FOCUS PIONEER | SUMMIT HARBOR | WBHX6H97S | ORTPV | 8.25% | $52,237,794 |
| HARBOR VALUE PIONEER | NORTH INSIGHT | 2HVCAI58F | KHNZ | 6.56% | $10,457,196 |