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McLaughlin Asset Management, Inc.

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Client assets under management

$169,251,519

Clients

111

50% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

37

Low

Average account size

$1,524,788

About

McLaughlin Asset Management provides discretionary investment supervisory services and portfolio management to a mix of individual and high‑net‑worth clients, corporate retirement plans, charitable institutions, foundations, endowments, and trust programs, and it also accepts engagements from other financial advisers. The firm integrates financial planning into its advisory relationships at no additional cost and offers retirement plan consulting services to plan sponsors.

The firm employs a combined top‑down and bottom‑up investment process that uses thematic, fundamental, quantitative and qualitative analysis to set asset allocation and select securities, utilizing passive ETFs, actively managed mutual funds, bond ladders, and option overlays. McLaughlin treats model outputs as one input among others and emphasizes professional judgment when making tactical and strategic allocation decisions, managing accounts on a discretionary basis tailored to each client’s risk tolerance.

Noteworthy aspects of the firm include its acceptance of other investment‑adviser clients — a client type that is uncommon among peers — and a retirement plan consulting practice that addresses ERISA considerations, investment policy development, monitoring and participant education. The firm’s use of option‑writing strategies (including spreads and uncovered calls) combined with a stated “margin of safety” security‑level approach also distinguishes its toolkit from many similarly sized advisory firms.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Negotiated fixed fees for one-time or ongoing financial planning or investment consulting for non-discretionary clients

Percentage

$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+: 0.40% annually

Other

Account minimum: $1,000,000 Fee-only: Financial planning services included at no additional cost for discretionary clients; fixed fees for non-discretionary financial planning negotiated case-by-case

Main office location

McLaughlin Asset Management, Inc.

1905 E U.S. Route 150, Suite E

Danville IL 61832, United States

Number of offices

2

Most active in

More info

Illinois · Indiana

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 217-442-6484

Advisors at this firm

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user avatar

Donald M

Series 65

Danville, IL

McLaughlin Asset Management, Inc.

Donald Mclaughlin is a Series 65-licensed financial advisor with 22 years of industry experience. He is affiliated with McLaughlin Asset Management, Inc. and has worked at First National Bank of Danville since 1983. McLaughlin Asset Management serves individuals, corporate retirement plans, charitable institutions, foundations, trusts, and other financial advisors. The firm offers discretionary portfolio management and financial planning, employing a blend of top-down and bottom-up analysis with a range of investment strategies including ETFs, mutual funds, bond ladders, and options overlays.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Founder/Business Owner Retired
user avatar

James K

Series 65

Lafayette, IN

McLaughlin Asset Management, Inc.

James Keene is a financial advisor at McLaughlin Asset Management, Inc. with a Series 65 credential and one year of industry experience. Prior to joining McLaughlin Asset Management, he worked for over two decades at First Merchants Bank and also held a role as a self-employed contractor. McLaughlin Asset Management serves individuals, corporate retirement plans, charitable institutions, foundations, trusts, and other financial advisors. The firm offers discretionary portfolio management and financial planning, utilizing a blend of top-down and bottom-up analysis with a combination of active, passive, and options strategies tailored to client risk tolerance and long-term goals.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Founder/Business Owner Retired
user avatar

Ryan M

Series 65

Danville, IL

McLaughlin Asset Management, Inc.

Ryan McLaughlin is a financial advisor at McLaughlin Asset Management, Inc. in Danville, IL, holding a Series 65 designation with 20 years of industry experience. He has been with McLaughlin Asset Management since 2003. McLaughlin Asset Management serves individuals, including high-net-worth clients, corporate retirement plans, charitable institutions, foundations, trusts, and other financial advisors. The firm offers discretionary portfolio management and financial planning, employing a blend of top-down and bottom-up analysis with a combination of active, passive, and options strategies tailored to each client’s risk tolerance and objectives.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Founder/Business Owner Retired
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