Laughlin Financial LLC

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Assets, Funds, Holdings

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Laughlin Financial LLC
CRD #165105
SEC #801-123521
CIK #
AUM $167.7 M (2025-06-20)
Employees 2 (100% Investors, 0% Brokers)
Phone812-552-2113
Address4151 E 3rd St
Bloomington, IN 47401
Source [IAPD] [Website]
Total AUM ($M)
170136102683402011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 35 14.9
(b) Individuals (high net worth individuals) 46 152.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 368 167.7
By Discretionary
Discretionary 335 127.5
Non-Discretionary 33 40.2
Total 368 167.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 167.7
Total 368 167.7
Comparable Firms State AUM ($B)
Rookwood Wealth Management LLC
0.2
Johnson Lyman Inc
CA 0.2
Costello Financial Planning Inc
0.2
Integrity Investment Advisors LLC
0.2
Clarity Wealth Management LLC
AZ 0.2
Rayliant Investment Research
CA 0.2
Momentum Wealth Planning LLC
0.2
Calvert Wealth Management Inc
MD 0.2
Corrales & Company LLC
FL 0.2
Taurus Capital Advisors LLC
OR 0.2
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