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MCLAUGHLIN ASSET MANAGEMENT, INC.
CRD 125735File 801-132797
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$176.1M
Bottom 25% of cohort (national)
Discretionary AUM
$176.0M
Non-discretionary $125K
Clients
111
319 accounts
Employees
4
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 22, 2025
- Principal office
- 1905-E U.S. ROUTE 150, SUITE E, DANVILLE, IL, 61832
- Phone
- 217-442-6484
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $176.1M
- Discretionary AUM
- $176.0M
- Non-discretionary AUM
- $125K
- Discretionary accounts
- 318
- Non-discretionary accounts
- 1
- Total accounts
- 319
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $6.9M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 56 | $153.6M |
| Individuals (other than high net worth individuals) | 55 | $15.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.

