VAUGHAN INVESTMENT ADVISORS, LLC

Overview

Vaughan Investment Advisors, LLC is a small, owner‑managed registered investment adviser organized as a limited liability company that focuses on discretionary portfolio management for individuals, small businesses and select institutional clients. The firm charges clients on a percentage‑of‑assets basis and reports a client base concentrated on individual and family accounts. Vaughan Investment Advisors does not identify as an ESG or multi‑state adviser, and it is not positioned as a pension consultant or capital allocator. Investment activity centers on public funds and mutual funds as the primary vehicle for client exposure, supplemented by annuity products and commodity exposure through third‑party managers. The firm lists an insurance company affiliation, which aligns with its use of annuities and may shape retirement and guaranteed‑income solutions offered to clients. Custody patterns indicate a preference for a retail brokerage platform for liquid holdings alongside an insurance‑linked custodian for products sold through that channel.

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Investments & Alternatives

Location & Offices