Senior Shareholder, Vice President, and Chief Investment Officer · Deerfield
Bradley R. Cougill
CRD 2240747 · Named on Form ADV at one SEC-registered adviser
At a glance
Deerfield, an SEC-registered wealth manager based in Indianapolis, IN with $1.2 billion in regulatory assets, lists Bradley R. Cougill on its Form ADV as Senior Shareholder, Vice President, and Chief Investment Officer, a control person.
Firms and roles
- DeerfieldSenior Shareholder, Vice President, and Chief Investment OfficerWealth manager · Indianapolis, IN · $1.2B in regulatory assets
AtlasMembers
Bradley’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Susan M. SteelSenior Shareholder, President, Chief Operating Officer, Chief Financial Officer, Deerfield
- Marsha A. KalasmikiChief Compliance Officer, Deerfield
- Matthew L. RoopShareholder, Deerfield
- Marcus F. MillerShareholder, Deerfield
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bradley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.