David Vaughan Investments

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Last updated: February 23rd, 2020. Data source: SEC filings.


David Vaughan Investments, federally registered in 1977, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 15 advisors. David Vaughan Investments manages $2.4 billion and provides investment advisory services for 945 clients (1:63 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 17
Percentage of Advisors Trusted 100%
Minimum Investment $625,000
Average Client Balance $2,569,840
Total AUM $2.4 billion
Advisor / Client Ratio 1:63
Headquarters 5823 N Forest Park Drive Peoria, IL 61614-3559
SEC Filings View SEC IAPD CRD #105990
State(s) Registered AZ, CA, CO, FL, IL, IN, LA, MO, NY, PA, TX, WI

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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