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VAUGHN INVESTMENT ADVISORS INC
CRD 111249 · SEC 801-64075
17621 IRVINE BLVD, SUITE 104, TUSTIN, CA, 92780, United States
Phone
714-565-0144
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$60.0M
Discretionary AUM
$60.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; FEES ARE NEGOTIABLE ON RISK FREE ASSETS
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $20.0M |
| High net worth individuals | 10 | $25.0M |
| Pension/profit sharing plans | 5 | $15.0M |
Official SEC filing: View on IAPD