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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2003
- Office Locations
- 1
Office Locations
About Laughlin Financial Advisors
Laughlin Financial LLC is an independent, fee-only RIA providing investment management and comprehensive financial planning (investments, retirement, insurance, and taxes) with implementation and ongoing monitoring. The firm works with clients across a range of situations, including entrepreneurs, and typically implements portfolios primarily using ETFs. Founded in 2012 by John Laughlin, CPA/PFS, CFP®, a former investment bank VP advising institutional money managers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 7 clients, or 7 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on June 3, 2019. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
ROBERT J. LAUGHLIN
Owner, President
- CRD
- --
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,800,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Laughlin Financial Advisors has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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