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Kevin Schoeplein

Elected Manager at David Vaughan Investments

Firm officerUpdated

Kevin Schoeplein has held the title Elected Manager at David Vaughan Investments, LLC, a Peoria, IL investment adviser managing $5.33B, since March 2018.

8
Years in role
$5.33B
Firm AUM
1,240
Firm clients
48
Firm advisers

From Form ADV filed 20 July 2026Form ADV

Career

Kevin Schoeplein is a control person of David Vaughan Investments and directly owns under 5% of it.

David Vaughan Investments is an investment adviser based in Peoria, IL, registered with the SEC since 1977. It provides financial planning and investment management. Its clients include high-net-worth individuals, banking or thrift institutions and charitable organizations. Its regulatory assets under management total $5.33 billion, as filed on 20 July 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
6948895
Firm
David Vaughan Investments · CRD 105990
Role
Elected Manager
In role since
March 2018 · 8 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Peoria, IL
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Kevin Schoeplein work?

Kevin Schoeplein has held the title Elected Manager at David Vaughan Investments, LLC since March 2018, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 20 July 2026

How can I verify Kevin Schoeplein’s record?

Kevin Schoeplein’s role is listed on David Vaughan Investments, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 105990.

Source: Form ADV, Schedule A, filed 20 July 2026

Leadership at David Vaughan Investments

Sources

  1. IAPD individual lookup, CRD 6948895, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of David Vaughan Investments, LLC, filed 20 July 2026. Title, control and ownership bands.
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