Mclaughlin Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Danville, IL. Its latest Form ADV filing, dated March 31, 2026, reports $176M in regulatory assets under management, 4 employees, 1 office, and 319 accounts.
Assets Under Management
$176M
Employees
4
Offices
1 office
Total Clients
111
Primary office
DANVILLE, IL
1905-E U.S. ROUTE 150, SUITE E, DANVILLE, IL, United States
Top client segmentHNWI represent 50.5% of total clients.
Top client categories% of clientsClients
1
HNWI
50.5%
56
2
Individuals
49.5%
55
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$176Mas of March 31, 2026
Discretionary99.9%
$176M
100% of total RAUM99.9%
Non-discretionary0.1%
$125K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$176M
Total Accounts319
10Y AUM Change+$51M (+40.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee28:1
10Y Employee Change+1 (+33.3%)
* 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.