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- Custodian
- Ascensus · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-16-2012
- Office Locations
- 1
Office Locations
About Laughlin Financial LLC
Laughlin Financial LLC is a fee-only RIA in Bloomington, IN providing comprehensive financial planning and ongoing investment management, typically covering investments, retirement, insurance, and taxes. Founded in 2012 by John Laughlin, CPA/PFS, CFP®, a former global investment bank VP who advised institutional money managers, the firm serves a wide range of clients, including entrepreneurs. Portfolios commonly use public funds, ETFs, and U.S. government/agency bonds, custodied at Schwab.
Reported data analysis
What the numbers show
Between October 28, 2025 and January 23, 2026, reported AUM increased 19.4%, from $167.7M to $200.2M.
Across 5 reported observations, AUM increased 56.3% between March 28, 2022 and January 23, 2026, from $128.1M to $200.2M.
Of the latest reported AUM, 83.5% is discretionary and 16.5% is non-discretionary.
The firm reports 2 advisory representatives and 85 clients, or 42.5 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on January 23, 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
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
JOHN R LAUGHLIN
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #4674607
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Max Keegan Varness
Investment Advisor Representative (IAR)
- CRD
- #8119673
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,214,889 | $461,920 |
| Non-Discretionary | $32,983,396 | $1,137,358 |
| Total | $200,198,285 | $512,016 |
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Separately Managed Accounts
SMA allocation detail is available
Laughlin Financial LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.