SourcingSourcing

MCLAUGHLIN RYDER INVESTMENTS, INC.

B53
CRD 147529·SEC 801-107125·ALEXANDRIA, VA
AUM
$522.1M
$500M-$1B
Est. Revenue
$5.2M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MCLAUGHLIN RYDER INVESTMENTS, INC.
CRD
147529
SEC file #
801-107125
EIN
510488555
DBA names
—

Economics

AUM
$522.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$153.7M → $522.1M▲ +240%
Client mix
Individuals Other252
Individuals High Net Worth213
Pension Profit Sharing Plans20
Charitable Organizations13
Corporations5

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
ALEXANDRIA VA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
mclaughlinryder.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE MCLAUGHLIN COMPANIES, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
THE MCLAUGHLIN COMPANIES, LLC
MCLAUGHLIN, SHAWN PATRICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MCLAUGHLINRYDER.COM
Rdap Domain Creation Date
2009-04-21T19:21:03Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001541516
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2012-02-07
Edgar Last Filing Date
2012-02-07
Edgar Form D Count
1
Edgar Form D Offerings
2012-02-072012-02-07 · 0001541516-12-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
3
Bc Firm IAR Count
5
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
1421 PRINCE STREETSUITE 400ALEXANDRIA, VA 22314
Business
1421 PRINCE STREETSUITE 400ALEXANDRIA, VA 22314
Edgar EIN
510488555
Edgar Recent Filings
D2012-02-07 · 0001541516-12-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-21T19:21:03Z
Rdap Domain Last Changed
2026-04-22T12:16:03Z
Rdap Nameservers
Ns53.domaincontrol.comNs54.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
MCLAUGHLIN, SHAWN, PATRICK
IAR · Executive Officer · 2.5%
1232710
CUCHARALE, CATHERINE
IAR · Executive Officer · 2.5%
3054881
STAMOVA, ILINA S
IAR · Executive Officer · 2.5%
5500851
MICHELLE GLICKLIN
IAR
2613260
Jacobson P Truex
IAR
6838035