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Vaughn Investment Advisors Inc (Tustin)


Vaughn Investment Advisors Inc is a mid-sized advisory firm based in Tustin. It manages $29.22 million of regulatory assets for 74 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

Vaughn Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as ria.

Vaughn Investment Advisors: assets under management

The assets under management (AUM) of Vaughn Investment Advisors Inc is $29.22 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $394.88 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Vaughn Investment Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tustin

The principal office where Vaughn Investment Advisors Inc performs its advisory services is located at 17621 Irvine Blvd, Tustin, CA 92780, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 714-565-0144 or by fax 714-505-0133. The normal business hours are 6:30-1:00 on Monday - Friday.


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