Investment adviser · CRD 104964
DEERFIELD
Investment adviser filing (IA)
DEERFIELD FINANCIAL ADVISORS, INC.
INDIANAPOLIS, IN, United States · Form ADV filed Mar 3, 2026
- Regulatory AUM
- $1.18B Form ADV · Item 5.F
- Client accounts
- 1,073 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 163 | $1,017,213,521 | 86.5% |
| Individuals | 147 | $117,389,950 | 10.0% |
| Charities | 6 | $25,916,358 | 2.2% |
| Retirement plans | 8 | $10,838,206 | 0.9% |
| Corporations & businesses | 7 | $4,891,741 | 0.4% |
Filing source
Form ADV 2060008 · Mar 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
310 E. 96TH STREET, SUITE 375INDIANAPOLIS, IN, 46240, United States
CRD 104964
Filing source
Form ADV 2060008 · Mar 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.