McLaughlin Ryder Investments provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and retirement plan services. Financial planning was provided to 1–10 clients last fiscal year.
McLaughlin Ryder Investments reports 503 clients. They include 252 individual clients, 213 high-net-worth individuals, and 20 pension and profit-sharing plans. Of its assets, 0.5% ($2.52M across 4 accounts) are managed with discretion; $520M across 781 accounts are not. A wrap fee program the firm both sponsors and manages holds $483M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 14% |
| High-net-worth individuals | 42% | 77% |
| Pension and profit-sharing plans | 4% | 8% |
| Charitable organizations | 3% | 2% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 252 | $70.8M | 13.6% | $281K |
| High-net-worth individuals | 213 | $401M | 76.9% | $1.88M |
| Pension and profit-sharing plans | 20 | $40M | 7.7% | $2M |
| Charitable organizations | 13 | $8.85M | 1.7% | $681K |
| Corporations and other businesses | 5 | $958K | 0.2% | $192K |
| Total | 503 | $522M | 100% | $1.04M |
- Clients
- 252
- Regulatory AUM
- $70.8M
- AUM share
- 13.6%
- Avg. per client
- $281K
- Clients
- 213
- Regulatory AUM
- $401M
- AUM share
- 76.9%
- Avg. per client
- $1.88M
- Clients
- 20
- Regulatory AUM
- $40M
- AUM share
- 7.7%
- Avg. per client
- $2M
- Clients
- 13
- Regulatory AUM
- $8.85M
- AUM share
- 1.7%
- Avg. per client
- $681K
- Clients
- 5
- Regulatory AUM
- $958K
- AUM share
- 0.2%
- Avg. per client
- $192K
Total
- Clients
- 503
- Regulatory AUM
- $522M
- AUM share
- 100%
- Avg. per client
- $1.04M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
McLaughlin Ryder Investments charges 0.75%–1.25% a year for its The McLaughlin Ryder ELITE Program. The fee is negotiable and requires an account of at least $250,000.
Fee details and sources
The McLaughlin Companies, LLC owns 75% or more of McLaughlin Ryder Investments and is in turn owned by Shawn McLaughlin (75% or more). The leadership team of McLaughlin Ryder Investments includes President Shawn McLaughlin and Chief Compliance Officer Catherine Cucharale. It has 3 employees, 2 of them in advisory roles.
Leadership
- Shawn McLaughlinPresident, CEO
- Catherine CucharaleChief Compliance Officer
- Ilina S StamovaFINOP
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of McLaughlin Ryder Investments, Inc.
The McLaughlin Companies, LLC
Control person · since October 2010
- Owns 75% or more of The McLaughlin Companies, LLC
Shawn McLaughlin
Control person · since November 2003
McLaughlin Ryder Investments’ regulatory assets grew 1.9× from $273M (April 2021) to $522M (March 2026); clients rose from 453 to 503 and employees fell from 5 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $522M | 503 | 3 | 1 |
| March 2025 | $472M | 440 | 3 | 1 |
| March 2024 | $428M | 435 | 3 | 1 |
| March 2023 | $409M | 418 | 3 | 1 |
| June 2022 | $398M | 216 | 3 | 1 |
| April 2021 | $273M | 453 | 5 | 1 |
Besides its headquarters, McLaughlin Ryder Investments has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 1421 Prince Street, Suite 200, AlexandriaHQ
Contact and registration details
- Legal name
- McLaughlin Ryder Investments, Inc.
- Headquarters
- 1421 Prince Street, Suite 200, Alexandria, VA 22314
- Website
- mclaughlinryder.com
- Phone
- 703-684-9222
- SEC file
- 801-107125
- Founded
- 2009
- Structure
- Minnesota corporation
- Fiscal year end
- December
McLaughlin Ryder Investments uses Pershing ($483M) as custodian for its separately managed accounts. McLaughlin Ryder Investments does not have custody of client assets.
- PershingPershing LLC · Jersey City, NJ · $483M100%
At year end, McLaughlin Ryder Investments’ separately managed accounts were mostly in funds (85%) and stocks (10%).
What the accounts hold
- Stocks10%
- Funds85%
- Cash5%
How many clients does McLaughlin Ryder Investments have?
McLaughlin Ryder Investments has 503 clients and manages $522 million for them, as of March 2026. They include 252 individual clients, 213 high-net-worth individuals, and 20 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026
What services does McLaughlin Ryder Investments offer?
McLaughlin Ryder Investments provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does McLaughlin Ryder Investments charge?
McLaughlin Ryder Investments charges 0.75%–1.25% a year for its The McLaughlin Ryder ELITE Program. The fee is negotiable and requires an account of at least $250,000.
Source: MCLAUGHLIN RYDER WRAP PROGRAM BROCHURE, filed 4 March 2026
Which custodians does McLaughlin Ryder Investments use?
McLaughlin Ryder Investments’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $483M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026
How many financial advisors does McLaughlin Ryder Investments have?
McLaughlin Ryder Investments has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does McLaughlin Ryder Investments invest in?
At the end of its last fiscal year, McLaughlin Ryder Investments’ separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does McLaughlin Ryder Investments have a minimum investment?
Yes, McLaughlin Ryder Investments’ minimum account size for its The McLaughlin Ryder ELITE Program is $250K.
Source: MCLAUGHLIN RYDER WRAP PROGRAM BROCHURE, filed 4 March 2026
Who owns McLaughlin Ryder Investments?
McLaughlin Ryder Investments is owned through a holding company by Shawn McLaughlin. Its direct owner is the McLaughlin Companies, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 March 2026
How does McLaughlin Ryder Investments get paid?
McLaughlin Ryder Investments is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is McLaughlin Ryder Investments registered with the SEC?
Yes, McLaughlin Ryder Investments has been registered with the SEC as an investment adviser since 9 February 2016. Its CRD number is 147529 and its SEC file number is 801-107125.
Source: Form ADV Part 1A, Item 1, filed 4 March 2026; IAPD firm record
How do I contact McLaughlin Ryder Investments?
McLaughlin Ryder Investments’ main office is at 1421 Prince Street, Suite 200, Alexandria, VA 22314. Its phone number is 703-684-9222. Its website is mclaughlinryder.com.