BLOOMINGTON, INCRD 165105Latest ADV January 23, 2026
Laughlin Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomington, IN. Its latest Form ADV filing, dated January 23, 2026, reports $200M in regulatory assets under management, 2 employees, and 391 accounts.
Top client segmentHNWI represent 61.0% of total clients.
Top client categories% of clientsClients
1
HNWI
61.0%
50
2
Individuals
39.0%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$200Mas of January 23, 2026
Discretionary83.5%
$167M
84% of total RAUM83.5%
Non-discretionary16.5%
$33M
16% of total RAUM16.5%
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.
Total AUM$200M
Total Accounts391
10Y AUM Change+$72M (+56.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee41:1
10Y Employee Change+1 (+100.0%)
* 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.