Michael Dewalt is a control person of David Vaughan Investments and directly owns under 5% of it. Michael Dewalt holds a B.S. from Illinois State University and an Executive Program from the University of Michigan.
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.
Michael L. DeWalt is a Manager of David Vaughan Investments, serving since 2016. He retired as Vice President of the Finance Services Division at Caterpillar, Inc. in 2016, following a 35-year career. He held senior leadership roles across finance functions including M&A, investor relations, and corporate accounting.
- CRD
- 6755743
- Firm
- David Vaughan Investments · CRD 105990
- Role
- Elected Manager
- In role since
- April 2016 · 10 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
- Firm bio
- dviinc.com
Where does Michael Dewalt work?
Michael Dewalt has held the title Elected Manager at David Vaughan Investments, LLC since April 2016, and is a control person of the firm.
How can I verify Michael Dewalt’s record?
Michael Dewalt’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.
Brian ChristensenElected Manager & SR Vice President & Chief Investment Officer
Stephen HinrichsSenior Vice President of Investment Research
Michael PriceChief Compliance Officer, Vice President of Risk Management & Corporate Secretary- Elizabeth SalmonVice President of Operations
Todd SheridanVice President
Patrick SmarjesseSenior Vice President of Relationship Management
Lawrence Williams IVElected Manager, Chairman, President & CEO
Alfredo RisiChief Operating Officer- Darrin AutryElected Manager
Erin DuvallChief People Officer- Andrew HoneggerElected Manager
Jeffrey HuizengaDirector of Wealth Strategies
Glenn MaxeyDirector & Senior Portfolio Manager- John McClureElected Manager
Stephanie RickettsSenior Relationship Manager & Director of Client Services- Kevin SchoepleinElected Manager
- Christopher SpearsElected Manager
- David Vaughan JRElected Manager
Mitchell ZippayDirector & Senior Accounting Manager