LAUGHLIN FINANCIAL LLC

Overview

Laughlin Financial LLC is an independent registered investment adviser that serves individuals and families with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm structures client engagements with multiple fee options — percentage of AUM, hourly charges and fixed fees — and also provides accounting-related services alongside its advisory work. Laughlin Financial became SEC-registered in 2022 and operates as an owner-managed LLC rather than as a capital allocator; when it uses alternatives it appears to access third-party managers rather than running proprietary funds. The firm is not an active ESG investor. Investment activity centers on using pooled public funds as the core vehicle for client portfolios, with a meaningful overlay of third-party alternative exposures and select fixed-income and insurance products. Given the client base and advisory scope, the firm looks to combine traditional mutual fund sleeves for core market exposure with targeted allocations to alternatives and private-market strategies for yield, diversification and tactical opportunity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices