Mclaughlin Investment Group, LLC (Charlottesville)

Mclaughlin Investment Group, LLC is a large advisory firm based in Charlottesville. It manages $25.05 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.

Mclaughlin Investment Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mclaughlin Investment Group: assets under management

The assets under management (AUM) of Mclaughlin Investment Group, LLC is $25.05 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $642.41 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mclaughlin Investment Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mclaughlin Investment Group, LLC

David Jerome Mclaughlin has been acting as President since 1 Mar 1997. David Michael Mclaughlin joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Jerome Mclaughlin	President	1 Mar 1997	25% - 50%	1086650
Jane Lynn Mclaughlin	Executive vice president	1 Mar 1997	50% - 75%	4357272
Heyward Alexander Carr	Vice president	1 Apr 1997	Other	4357290
David Michael Mclaughlin	Vice president	1 Aug 2000	Other	4357296

Based in Charlottesville

The principal office where Mclaughlin Investment Group, LLC performs its advisory services is located at 254 East High Street, Charlottesville, VA 22902 5178, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.