McLaughlin Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Negotiated fixed fees for one-time or ongoing financial planning or investment consulting for 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+: 0.40% annually
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
See office1905 Us Route 150 Ste E
Danville IL 61832
Advisors at this office
2
Offices (3)
Most active in
Illinois · Indiana
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.
Advisors at this firm
Donald M
Series 65
Danville, IL
McLaughlin Asset Management, Inc.
Donald Mclaughlin is a financial advisor at McLaughlin Asset Management, Inc. in Danville, IL, holding a Series 65 designation with 23 years of industry experience. He has been with McLaughlin Asset Management since 2003. McLaughlin Asset Management provides discretionary investment supervisory services and portfolio management to a diverse client base including individuals, high-net-worth clients, corporate retirement plans, charitable institutions, foundations, endowments, trust programs, and other financial advisers. The firm combines top-down and bottom-up investment processes, employing thematic, fundamental, quantitative, and qualitative analysis, and incorporates a range of strategies such as passive ETFs, mutual funds, bond ladders, and option overlays tailored to client risk tolerance.
James P
CFP®, Series 65
Lafayette, IN
McLaughlin Asset Management, Inc.
James Pechin is a CFP® with seven years of industry experience, currently serving at McLaughlin Asset Management, Inc. since 2026. His prior experience includes roles at Waverly Advisors, LLC and StrategIQ Financial Group, LLC, among others. Outside of advisory work, he manages J.T. Pechin Properties, LLC. McLaughlin Asset Management provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, corporate retirement plans, charitable institutions, foundations, endowments, and trust programs. The firm employs a combined top-down and bottom-up investment process incorporating thematic, fundamental, quantitative, and qualitative analysis, and is notable for accepting other investment-adviser clients and offering a distinctive option-writing strategy within its portfolio management.
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.
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.
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