David Vaughan Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Peoria, IL. Its latest Form ADV filing, dated March 30, 2026, reports $5.3B in regulatory assets under management, 48 employees, 1 office, and 4,288 accounts.
Assets Under Management
$5.3B
Employees
48
Offices
1 office
Total Clients
1,240
Primary office
PEORIA, IL
5823 N FOREST PARK DRIVE, PEORIA, IL, United States
Top client segmentHNWI represent 58.1% of total clients.
Top client categories% of clientsClients
1
HNWI
58.1%
721
2
Individuals
35.7%
443
3
Pension Plans
3.2%
40
4
Charitable
1.9%
24
5
Corporations
1.0%
12
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.3Bas of March 30, 2026
Discretionary100.0%
$5.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$2M
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.3B
Total Accounts4,288
10Y AUM Change+$3.1B (+140.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees48
Clients per Employee26:1
10Y Employee Change+25 (+108.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.