HALTER FERGUSON FINANCIAL INC
CRD #109563 SEC #801-57288 CARMEL, IN 317-875-0202
SEC Registered
Total AUM
$487.8M
Discretionary
$487.8M
Employees
12
Clients
101
Accounts
950
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $487.8M | $487.8M | $0 | 12 | 2 |
| Feb 2025 | $487.8M | $487.8M | $0 | 12 | 2 |
| Sep 2024 | $378.2M | $378.2M | $0 | 9 | 3 |
| Mar 2024 | $378.2M | $378.2M | $0 | 9 | 3 |
| Oct 2023 | $266.7M | $266.6M | $129.8K | 9 | 4 |
| Oct 2023 | $266.7M | $266.6M | $129.8K | 9 | 4 |
| May 2023 | $266.7M | $266.6M | $129.8K | 9 | 4 |
| Feb 2023 | $266.7M | $266.6M | $129.8K | 9 | 4 |
| Oct 2022 | $343.1M | $342.9M | $153.2K | 9 | 4 |
| Feb 2022 | $343.1M | $342.9M | $153.2K | 9 | 4 |
| Sep 2021 | $300.5M | $300.1M | $411.9K | 9 | 4 |
| Sep 2021 | $300.5M | $300.1M | $411.9K | 9 | 4 |
| Mar 2021 | $300.5M | $300.1M | $411.9K | 9 | 4 |
| Aug 2020 | $176.4M | $175.9M | $477.2K | 4 | 8 |
| Jul 2020 | $176.4M | $175.9M | $477.2K | 4 | 8 |
| Jun 2020 | $176.4M | $175.9M | $477.2K | 4 | 8 |
| Mar 2020 | $176.4M | $175.9M | $477.2K | 4 | 8 |
| Nov 2019 | $142.1M | $141.6M | $514K | 5 | 22 |
| Feb 2019 | $142.1M | $141.6M | $514K | 5 | 22 |
| Mar 2018 | $157.9M | $157.1M | $851.7K | 5 | 0 |
| Sep 2017 | $171.6M | $168.7M | $2.9M | 5 | 200 |
| Feb 2017 | $171.6M | $168.7M | $2.9M | 5 | 200 |
| Jun 2016 | $164M | $161.8M | $2.2M | 5 | 200 |
| Feb 2016 | $164M | $161.8M | $2.2M | 6 | 200 |
| Jan 2015 | $179.6M | $179.6M | $0 | 6 | 200 |
| Sep 2014 | $179.7M | $179.7M | $0 | 3 | 200 |
| Feb 2014 | $179.7M | $179.7M | $0 | 3 | 200 |
| Jan 2013 | $147.8M | $147.8M | $0 | 3 | 200 |
| Jan 2013 | $132.3M | $132.3M | $0 | 3 | 200 |
| Mar 2012 | $132.3M | $132.3M | $0 | 1 | 200 |
| Jan 2012 | $124.3M | $124.3M | $0 | 1 | 200 |
| Mar 2011 | $131.3M | $131.3M | $0 | 5 | -- |
| Mar 2008 | $109.5M | $109.5M | $0 | 5 | -- |
| Mar 2007 | $102.5M | $102.5M | $0 | 5 | -- |
| Mar 2006 | $74.2M | $74.2M | $0 | 5 | -- |
| Sep 2005 | $61M | $61M | $0 | 5 | -- |
| Mar 2002 | $45.4M | $45.4M | $0 | 5 | -- |
DateOct 2025
Total AUM$487.8M
Discretionary$487.8M
Non-Disc.$0
Employees12
Clients2
DateFeb 2025
Total AUM$487.8M
Discretionary$487.8M
Non-Disc.$0
Employees12
Clients2
DateSep 2024
Total AUM$378.2M
Discretionary$378.2M
Non-Disc.$0
Employees9
Clients3
DateMar 2024
Total AUM$378.2M
Discretionary$378.2M
Non-Disc.$0
Employees9
Clients3
DateOct 2023
Total AUM$266.7M
Discretionary$266.6M
Non-Disc.$129.8K
Employees9
Clients4
DateOct 2023
Total AUM$266.7M
Discretionary$266.6M
Non-Disc.$129.8K
Employees9
Clients4
DateMay 2023
Total AUM$266.7M
Discretionary$266.6M
Non-Disc.$129.8K
Employees9
Clients4
DateFeb 2023
Total AUM$266.7M
Discretionary$266.6M
Non-Disc.$129.8K
Employees9
Clients4
DateOct 2022
Total AUM$343.1M
Discretionary$342.9M
Non-Disc.$153.2K
Employees9
Clients4
DateFeb 2022
Total AUM$343.1M
Discretionary$342.9M
Non-Disc.$153.2K
Employees9
Clients4
DateSep 2021
Total AUM$300.5M
Discretionary$300.1M
Non-Disc.$411.9K
Employees9
Clients4
DateSep 2021
Total AUM$300.5M
Discretionary$300.1M
Non-Disc.$411.9K
Employees9
Clients4
DateMar 2021
Total AUM$300.5M
Discretionary$300.1M
Non-Disc.$411.9K
Employees9
Clients4
DateAug 2020
Total AUM$176.4M
Discretionary$175.9M
Non-Disc.$477.2K
Employees4
Clients8
DateJul 2020
Total AUM$176.4M
Discretionary$175.9M
Non-Disc.$477.2K
Employees4
Clients8
DateJun 2020
Total AUM$176.4M
Discretionary$175.9M
Non-Disc.$477.2K
Employees4
Clients8
DateMar 2020
Total AUM$176.4M
Discretionary$175.9M
Non-Disc.$477.2K
Employees4
Clients8
DateNov 2019
Total AUM$142.1M
Discretionary$141.6M
Non-Disc.$514K
Employees5
Clients22
DateFeb 2019
Total AUM$142.1M
Discretionary$141.6M
Non-Disc.$514K
Employees5
Clients22
DateMar 2018
Total AUM$157.9M
Discretionary$157.1M
Non-Disc.$851.7K
Employees5
Clients0
DateSep 2017
Total AUM$171.6M
Discretionary$168.7M
Non-Disc.$2.9M
Employees5
Clients200
DateFeb 2017
Total AUM$171.6M
Discretionary$168.7M
Non-Disc.$2.9M
Employees5
Clients200
DateJun 2016
Total AUM$164M
Discretionary$161.8M
Non-Disc.$2.2M
Employees5
Clients200
DateFeb 2016
Total AUM$164M
Discretionary$161.8M
Non-Disc.$2.2M
Employees6
Clients200
DateJan 2015
Total AUM$179.6M
Discretionary$179.6M
Non-Disc.$0
Employees6
Clients200
DateSep 2014
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees3
Clients200
DateFeb 2014
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees3
Clients200
DateJan 2013
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees3
Clients200
DateJan 2013
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees3
Clients200
DateMar 2012
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees1
Clients200
DateJan 2012
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$74.2M
Discretionary$74.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$61M
Discretionary$61M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees5
Clients--