V
$60.0M Total AUM
$60.0M Disc. AUM
-- 3Y CAGR
2 Employees
27 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-28-2012
- Office Locations
- 1
Office Locations
17621 Irvine Blvd Suite 104 Tustin CA
About Vaughn Investment Advisors INC
Vaughn Investment Advisors INC is a Tustin-based RIA. The firm has been operating for 14 years. Managing $60.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
36 AVG AGE
$30.0M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
13.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
Available
Available
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Available
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Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT DONALD VAUGHN JR
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #1068995
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
MICHAEL THOMAS VAUGHN
Advisor
- CRD
- #6036449
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,000,000 | $394,878 |
| Non-Discretionary | $0 | -- |
| Total | $60,000,000 | $394,878 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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