Laughlin Financial LLC

RIASEC Registered
Total AUM
$200M
Discretionary
$167M
84% of AUM
Avg account
$512K
Accounts
391
Employees
2
Advisory reps
1

Firm details

Headquarters
Bloomington, Indiana
CRD number
165105
Registered since
March 25, 2022
Custodians
CHARLES SCHWAB & CO., INC., ASCENSUS TRUST
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI92.56%
  • Individuals7.44%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Laughlin Financial LLC is an independent, individual-owned RIA organized as a limited liability company that registered with the SEC in 2022. The firm serves primarily individual and family clients and combines financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting in its advisory offering. Its billing mix includes assets-under-management fees as well as hourly and fixed-fee engagements. Laughlin Financial also lists accounting among its business activities and industry affiliations. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator to other managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 81%, Exchange Traded Equities 11%, US Government Bonds 6%, Cash & Cash Equivalents 2%81%
  • Public Funds/Mutual Funds81%
  • Exchange Traded Equities11%
  • US Government Bonds6%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Bloomington, IN

Monroe

Location

Bloomington, IN

Headquartered in Bloomington, IN, anchoring the Bloomington-Bedford, IN metro in the Midwest.

Metro area
Bloomington-Bedford, IN
Region
Midwest
County
Monroe
Address
4151 E 3rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth