INDIANAPOLIS, INCRD 104964Latest ADV March 3, 2026
Deerfield is an SEC registered investment adviser organized as a corporation with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 3, 2026, reports $1.2B in regulatory assets under management, 14 employees, 7 offices, and 1,073 accounts.
Assets Under Management
$1.2B
Employees
14
Offices
7 offices
Total Clients
331
Primary office
INDIANAPOLIS, IN
310 E. 96TH STREET, SUITE 375, INDIANAPOLIS, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.2% of total clients.
Top client categories% of clientsClients
1
HNWI
49.2%
163
2
Individuals
44.4%
147
3
Pension Plans
2.4%
8
4
Corporations
2.1%
7
5
Charitable
1.8%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 3, 2026
Discretionary82.9%
$975M
83% of total RAUM82.9%
Non-discretionary17.1%
$202M
17% of total RAUM17.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts1,073
10Y AUM Change+$566M (+92.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee24:1
10Y Employee Change-1 (-6.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.