David Vaughan Investments, LLC, a regional investment advisory firm based out of Peoria, IL, caters to a diverse clientele of over 620 individual clients. With a remarkable $3,937,269,000 in assets under management, the company boasts an extensive portfolio and a solid reputation in the financial industry. While 401K and individual accounts make up less than 30% of their assets, David Vaughan Investments, LLC has the expertise and capacity to effectively manage employer funds. With a commitment to excellence, they exercise complete discretion in managing 100% of the assets entrusted to them. Specializing in serving high-net-worth individuals, the firm demonstrates a deep understanding of their clients' unique financial needs and aspirations. They provide tailored investment strategies and solutions to help clients grow and protect their wealth. David Vaughan Investments, LLC's compensation structure is designed to align their interests with their clients' success. Their flexible fee options include a percentage of assets under management as well as fixed fees, ensuring transparency and fairness. The firm's team comprises 41 dedicated professionals, all of whom are well-versed in providing exceptional investment advisory services. With an average of $96,030,000 in assets under management per investment advisor, David Vaughan Investments, LLC maintains an industry-average level of productivity. Notably, several of the firm's advisors, including Todd Sheridan, Stephen Hinrichs, and Lawrence Williams IV, have been with the company for an extended period. Their extensive experience and knowledge contribute to the firm's overall expertise and success in meeting clients' financial goals.