Halter Ferguson Financial Inc

Halter Ferguson Financial, Inc. is a registered investment adviser founded in 1986 by Bradford S. Ferguson, CFA, based in Carmel, Indiana. The firm specializes in fee-only financial planning and investment advisory services for individuals and businesses, offering discretionary portfolio management services. Clients entrust Halter Ferguson Financial with the authority to buy and sell securities, select custodians, and manage their accounts within specified parameters. The firm also caters to "REBELLIONAIRES," clients with a non-diversified investment approach. Halter Ferguson Financial acts as a fiduciary, obligated to prioritize clients' best interests. The minimum client relationship size is typically $1,000,000 but negotiable. The fee structure for discretionary portfolio management services is tiered based on household assets, with fees assessed quarterly and billed based on the market value of assets. The firm uses fundamental analysis to select investments and offers financial planning services. Halter Ferguson Financial does not charge performance-based fees, engages in side-by-side management, or directly compensate for client referrals. The firm does not have physical custody of client funds and uses Charles Schwab & Co., Inc. or Fidelity Institutional Wealth Services as custodians. Clients receive regular account reviews and have the option to connect external accounts for management. Halter Ferguson Financial's professionals include Bradford S. Ferguson, Tiffany White, Matthew Smith, and Benjamin Weber, who provide advisory services under the supervision of Matthew Smith, the Chief Compliance Officer.