Investment adviser · CRD 109563

HALTER FERGUSON FINANCIAL INC

Investment adviser filing (IA)

CARMEL, IN, United States · Form ADV filed Jul 27, 2026

Regulatory AUM
$705M
Form ADV · Item 5.F
Client accounts
1,076
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
7
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals194$649,722,39392.2%
Individuals97$48,349,2476.9%
Pooled investment vehicles1$3,834,0000.5%
CharitiesFewer than 5$3,044,9680.4%
Filing source

Form ADV 2122103 · Jul 27, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LUMASENSEYE II, A SERIES OF HCAM WY LLCOther Private Fund · Last reported Jul 27, 2026$3.83MGross asset value

Form D fundraising filings

LumaSenseye II, a series of HCAM WY LLC

Fund administrator HARMONIOUS CAPITAL ADMINISTRATION DALLAS, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor PLANTE & MORAN, PLLC GRAND RAPIDS, Michigan, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

Fund details & source
Fund ID
805-1533271255
Reported beneficial owners
29
Minimum commitment
$50K
Form D file number
021-571504

Form ADV 2122103 · Jul 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

13080 GRAND BLVD., SUITE 130
CARMEL, IN, 46032, United States

CRD 109563

Filing source

Form ADV 2122103 · Jul 27, 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.