McLaughlin Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$125,317,842
Total clients
99
41% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
33
Average account size
$1,265,837
About
McLaughlin Asset Management serves individuals (including high‑net‑worth clients), corporate retirement plans, charitable institutions, foundations, trusts, and other financial advisors. The firm provides discretionary portfolio management across equities, fixed income, exchange‑traded funds, and mutual funds, and it also offers financial planning and retirement plan consulting services.
The firm’s investment process blends top‑down and bottom‑up analysis using thematic, fundamental, quantitative and qualitative inputs, with portfolio construction governed by each client’s stated risk tolerance and long‑term objectives. Implementation may include passive ETF exposures, actively managed mutual funds, bond ladders, and an options overlay (including covered and uncovered calls and spreads); financial planning is provided to discretionary clients at no additional charge.
McLaughlin is notable among peers for explicitly serving other investment adviser clients and for providing retirement plan consulting while acknowledging ERISA fiduciary standards (e.g., Section 3(21) or 3(38)) when designated—an uncommon client mix for a firm of its size. The firm’s operational practices, such as documented safeguards for third‑party transfer authorizations and the combination of active, passive and options strategies, further distinguish its implementation approach.
Client services
Fee options
Negotiated fixed fees for one-time or ongoing financial planning or investment consulting services to non-discretionary clients
$0 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $5,000,000: 0.60% annually $5,000,001+: .40% annually
Account minimum: $1,000,000 Fee-only: Fees based on percentage of assets under management, no commissions or sales charges
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
McLaughlin Asset Management, Inc.
Danville IL, United States
Number of offices
3
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