VAUGHN INVESTMENT ADVISORS INC

Overview

Vaughn Investment Advisors Inc. is a small, individually owned advisory firm focused on discretionary portfolio management for both individuals and families as well as business and institutional clients. The firm tilts heavily toward exchange-traded equities and implements separately managed and exchange-traded solutions as its primary vehicle for client portfolios. Fee arrangements are driven by percentage-of-AUM billing (with other fee components noted), and the firm does not position itself as an ESG-focused manager. Vaughn Investment Advisors is not structured as a capital allocator: it generally implements strategies directly rather than running a multi-manager platform. That said, the firm does incorporate third-party vehicles where they serve a specific purpose—most notably commodity exposures—alongside mutual funds and corporate debt to fill income or diversification needs. Advisory activity centers on portfolio construction and ongoing management for relatively concentrated, high-balance client relationships.

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Public Holdings

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Location & Offices