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DAVID VAUGHAN INVESTMENTS, LLC
CRD 105990 · SEC 801-12642
5823 N FOREST PARK DRIVE, PEORIA, IL, 61614-3559, United States
Phone
309-685-0033
Fax
309-685-3665
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.33B
Discretionary AUM
$5.33B
Team
48 total employees; 48 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersTAX QUALIFIED AND TAFT-HARTLEY PENSION PLAN CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 443 | $210.7M |
| High net worth individuals | 721 | $3.70B |
| Pension/profit sharing plans | 40 | $318.3M |
| Charitable organizations | 24 | $348.1M |
| Corporations/business entities | 12 | $45.8M |
States served
AZ, CA, CO, GA, IL, IN, LA, MD, MA, MI, MN, NE, NY, NC, OH, PA, SC, TN, VA, WI, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD