MITCHELL VAUGHT & TAYLOR INC

CRD 106160File 801-52668

APPROVED

Retail clients

Filing as of Mar 31, 2025

Feed vintage Aug 17, 2026

Regulatory AUM

$42.4M

Bottom 25% of cohort (national)

Discretionary AUM

$39.3M

Non-discretionary $3.1M

Clients

257 accounts

Employees

Bottom 25% of cohort in IL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Aug 12, 1996
Principal office: 53 W. JACKSON SUITE 901, CHICAGO, IL, 60604
Phone: 312-922-1717
Website: HTTP://WWW.MVTINVEST.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $42.4M
Discretionary AUM: $39.3M
Non-discretionary AUM: $3.1M
Discretionary accounts: 227
Non-discretionary accounts: 30
Total accounts: 257
AUM per client: $487K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	5	$12.4M
State or municipal government entities	15	$5.9M
Individuals (other than high net worth individuals)	67	$24.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Publications
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.