CRD: 152772
Vaughan Investment Advisors, LLC
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- Custodian
- Interactive Brokers · Transamerica
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-11-2010
- Office Locations
- 1
Office Locations
About Vaughan Investment Advisors, LLC
Vaughan Investment Advisors (VIA) is an Ohio-based RIA managing client portfolios with an options-based hedging approach designed to keep investors invested through U.S. equity market downturns. Portfolios focus on large-cap U.S. stocks and ETFs, paired with call/put options and “protective puts” (often SPY puts) in 80/20 or 90/10 long-short models based on risk tolerance. VIA uses Interactive Brokers for its trading platform and client account support.
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Owner & Executives
JAMES MARTIN VAUGHAN
Chief Compliance Officer, Financial Advisor, President
- CRD
- #5754951
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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