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MITCHELL VAUGHT & TAYLOR INC

Advisory

N·CHICAGO, IL

Data as of Mar 28, 2024 · Source: SEC Form ADV

Total AUM

$42M

1-Year AUM Growth

-2.4%

3-Year CAGR

-43.0%

Employees

5

Assets Under Management

Total AUM$42M

Discretionary AUM$39M

Non-Discretionary AUM$3M

Discretionary %92.7%

Total Clients87

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record36

First FilingFeb 23, 2001

Latest FilingMar 28, 2024

🔒 Full AUM trend chart and 36 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MITCHELL VAUGHT & TAYLOR INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.