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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-17-1977
- Office Locations
- 4
Office Locations
About David Vaughan Investments, LLC
David Vaughan Investments (DVI) is a privately owned RIA founded in 1977, providing fiduciary wealth management and custom planning for high-net-worth individuals and institutions. The team emphasizes disciplined risk management and seeks competitive, risk-adjusted returns, often using ETF-based portfolios alongside fixed income and public funds. DVI has been named to CNBC’s Financial Advisor 100 list for six consecutive years (2019-2024).
Reported data analysis
What the numbers show
Between October 3, 2025 and July 20, 2026, reported AUM increased 8.1%, from $4.9B to $5.3B.
Across 5 reported observations, AUM increased 35.2% between November 29, 2022 and July 20, 2026, from $3.9B to $5.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 48 advisory representatives and 1,240 clients, or 25.8 clients per representative. That equates to $4.3M in reported AUM per client.
The profile lists 4 reported office locations and 49 years in operation. The source data was last updated on July 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
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- Services
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Owner & Executives
DARRIN ATTIS AUTRY
President
- CRD
- #6768270
- Ownership
- Less than 5%
BRIAN A CHRISTENSEN
Chief Investment Officer, SR VICE PRESIDENT, Vice President
- CRD
- #1643784
- Ownership
- Less than 5%
Showing 2 of 20 owners & executives
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MICHAEL E ARMISTEAD
Relationship Manager
- CRD
- #5842629
DEANNA MARIE BAELE
Advisor
- CRD
- #2636105
Showing 2 of 35 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,329,836,830 | $1,244,417 |
| Non-Discretionary | $1,545,993 | $309,199 |
| Total | $5,331,382,823 | $1,243,326 |
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Separately Managed Accounts
SMA allocation detail is available
David Vaughan Investments, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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David Vaughan Investments, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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