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Mitchell Zippay, portrait

Mitchell Zippay

Director & Senior Accounting Manager at David Vaughan Investments

Firm officerUpdated

Mitchell Zippay has been Director & Senior Accounting Manager of David Vaughan Investments, LLC, a Peoria, IL investment adviser managing $5.33B, since March 2025.

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

From Form ADV filed 20 July 2026Form ADV

Career

Mitchell Zippay is a control person of David Vaughan Investments and directly owns under 5% of it. Mitchell Zippay holds a B.S. in Accounting from Southern Illinois University.

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.

Mitch Zippay is Managing Director, Accounting of David Vaughan Investments. He joined DVI in 2019 after finance and accounting roles in aerospace, manufacturing, and media. He was named a DVI Partner in 2025.

Credentials

Professional designations

Listed by David Vaughan Investments

  • CPA

Key facts

CRD
8057855
Firm
David Vaughan Investments · CRD 105990
Role
Director & Senior Accounting Manager
In role since
March 2025 · 1 year
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

Common questions

Where does Mitchell Zippay work?

Mitchell Zippay has been Director & Senior Accounting Manager of David Vaughan Investments, LLC since March 2025, and is a control person of the firm.

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

How can I verify Mitchell Zippay’s record?

Mitchell Zippay’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 8057855, 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.
  3. David Vaughan Investments team page. Biography, education, credentials, awards and the portrait, reproduced for identification.