|
⚲
|
| Keyboard |
| McLaughlin Asset Management Inc
✚
|
|
|---|---|
| CRD # | 125735 |
| SEC # | 801-132797 |
| CIK # | 0002112239 |
| AUM | 176.1 M (2026-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 217-442-6484 |
| Address | 1905E US Route 150 Danville, IL 61832 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002112239 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.1 | ||
| Lilly Eli & Co | 3.8 | ||
| Broadcom Inc | 3.2 | ||
| Caterpillar Inc | 3.0 | ||
| KLA Tencor Corp | 2.7 | ||
| Amazon Com Inc | 2.5 | ||
| TJX Companies Inc /DE/ | 2.4 | ||
| Microsoft Corp | 2.4 | ||
| Lam Research Corp | 2.1 | ||
| Palo Alto Networks Inc | 2.0 | ||
| Facebook Inc | 1.9 | ||
| GS Acquisition Holdings Corp | 1.5 | ||
| J P Morgan Chase & Co | 1.4 | ||
| GE Vernova Inc | 1.3 | ||
| Intuitive Surgical Inc | 1.3 | ||
| Alphabet Inc | 1.2 | ||
| Metropcs Communications Inc | 1.2 | ||
| Toll Brothers Inc | 1.2 | ||
| American Express Co | 1.2 | ||
| Goldman Sachs Group Inc | 1.2 | ||
| Alcoa Inc | 1.2 | ||
| Boston Scientific Corp | 1.2 | ||
| II-VI Inc | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 15.7 |
| (b) Individuals (high net worth individuals) | 56 | 153.6 |
| (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 | 6.9 |
| (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 | 319 | 176.1 |
| By Discretionary | ||
| Discretionary | 318 | 176.0 |
| Non-Discretionary | 1 | 0.1 |
| Total | 319 | 176.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.1 | |
| Total | 319 | 176.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002112239] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capstone Investment Group LLC
✚
|
WA | 176.4 M |
|
Collins Advisors LLC
✚
|
NY | 176.4 M |
|
Parable LLC
✚
|
FL | 176.3 M |
|
NDWM LLC
✚
|
CA | 176.3 M |
|
Collar Capital Management LLC
✚
|
WI | 176.3 M |
|
Avant Capital LLC
✚
|
LA | 176.2 M |
|
Pacifica Wealth Advisors Inc
✚
|
176.1 M | |
|
SFI Advisors LLC
✚
|
NJ | 176.0 M |
|
The Money Men Inc
✚
|
NY | 176.0 M |
|
Fellowship Investment Advisors LLC
✚
|
FL | 175.9 M |