MCLAUGHLIN RYDER INVESTMENTS, INC.

Broker-DealerFINRA MemberEst. 2016
Total AUM
$522M
Discretionary
$2.5M
0% of AUM
Accounts
785
Employees
3
Advisory reps
5
Brokerage reps
3

Firm details

Headquarters
ALEXANDRIA, Virginia
CRD number
147529
Registered since
February 9, 2016
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI76.9%
  • Individuals13.57%
  • Pension & Profit Sharing Plans7.66%
  • Charitable Organizations1.7%
  • Corporations / Businesses0.18%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Mclaughlin Ryder Investments, Inc. operates as an independent broker-dealer that also provides advisory services and insurance brokerage. The firm’s client work concentrates on individuals, families and small institutional relationships, offering financial planning and portfolio management geared toward individuals and small businesses. Its business model leans toward client-directed accounts: the firm acts as both a broker and an adviser, recommending investment solutions while leaving most execution and final decision authority with clients. Investment activity is centered on pooled public vehicles—primarily mutual funds and other public funds—rather than in-house, discretionary strategies. The firm’s advisory capability is flexible in billing (percentage of AUM, hourly and fixed fees), which supports both one-off planning engagements and ongoing portfolio oversight. Mclaughlin Ryder Investments, Inc. is not positioned as an ESG-focused manager and does not operate as a multi-state registered adviser for broad discretionary mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 10%, Cash & Cash Equivalents 5%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents5%

Owners & executives

2 of 2
  • Catherine Cucharale

    Chief Compliance OfficerCRD 3054881

  • SHAWN MCLAUGHLIN

    President and CEOCRD 1232710

Contacts

3 of 3
  • ILINA STAMOVA

    PartnerCRD 5500851

  • Jacobson Truex

    Vice President, Financial AdvisorCRD 6838035

  • MICHELLE GLICKLIN

    Vice President, PrincipalCRD 2613260

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ALEXANDRIA, VA

ALEXANDRIA CITY

Location

ALEXANDRIA, VA

Headquartered in ALEXANDRIA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ALEXANDRIA CITY
Address
1421 Prince St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth