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Mclaughlin Asset Management, Inc.

Mclaughlin Asset Management, Inc.. CRD 125735

Mclaughlin Asset Management, Inc. logo

CRD: 125735

Mclaughlin Asset Management, Inc.

Danville, IL, 61832
2174426484
www.mamdanville.com
$176.1M Total AUM
$176.0M Disc. AUM
-- 3Y CAGR
4 Employees
112 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
05-12-2003
Office Locations
3

Office Locations

1905-E U.s. Route 150 Suite E Danville IL
323 Columbia Street Suite 102 Lafayette IN
401 Main Street STE 1B Lafayette IN

About Mclaughlin Asset Management, Inc.

Mclaughlin Asset Management, Inc. is a Danville-based RIA with 3 offices. The firm has been operating for 23 years. Managing $176.1M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.

Team overview

35 AVG AGE
$44.0M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
11.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
23yrs Firm Age

Insights

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Asset Classes

Crest vertex Zenith

Client Personas

Catalyst

Investment Themes

Ember beacon Value Oak

Investment Vehicles

Focus peak

Services

Momentum Capital Ember North catalyst Vector focus Atlas wave Insight

Owner & Executives

D

DONALD ARTHUR MCLAUGHLIN

Chairman Of The Board, Financial Advisor, General Partner

CRD
#4648999
Ownership
50% but less than 75%
(532) 227-6468
ridge.oak@unisoncapital.com
in linkedin.com/in/north-radial
R

RYAN JAMES MCLAUGHLIN

Chief Compliance Officer, Chief Investment Officer, Financial Advisor, General Partner, President

CRD
#5097456
Ownership
25% but less than 50%
(382) 754-2286
prime.value@vectorcapital.com
in linkedin.com/in/pathway-north

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Contacts

James Edward Keene

James Edward Keene

Wealth Advisor

CRD
#7903179
(880) 954-8491
radial.peak@vitalcapital.com
in linkedin.com/in/eagle-matrix
J

James Thomas Pechin

--

CRD
#7011432
(764) 887-2909
frontier.harbor@unisoncapital.com
in linkedin.com/in/ember-vertex

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-28-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $176,022,611 $553,530
Non-Discretionary $124,630 $124,630
Total $176,147,241 $552,186

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Separately Managed Accounts

Total SMA Asset: $176,147,241

$176.1M Total SMA
Equity - Exchange:
39.0%
U.S. Government/Agency:
16.9%
Public Funds:
8.8%
Cash:
9.9%
Corporate - Investment Grade:
12.3%
Municipal Bonds:
13.1%
Asset class Assets Assets %
Equity - Exchange $3,109,520,274 39.0%
U.S. Government/Agency $1,347,458,785 16.9%
Public Funds $701,635,344 8.8%
Cash $789,339,762 9.9%
Corporate - Investment Grade $980,694,856 12.3%
Municipal Bonds $1,044,479,886 13.1%
Total $7,973,128,907 100.0%

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