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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MCLAUGHLIN RYDER INVESTMENTS, INC.

CRD 147529

ALEXANDRIA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:37847ea6-03f2-725b-01a8-dc2db59d55e4

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 8
On other graphs: 0
Observed: Jan 4, 2016 to Mar 4, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.9 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $522MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.5M
Private client RAUM: $472MderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $174Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 785
Individual clients: 252
High net worth clients: 213
SEC number: 801-107125
CIK: 1437108
CRD: 147529
Filings on the tape: 21
First filed: Jan 4, 2016
Latest filed: Mar 4, 2026
Organised: Corporation, MN
Website: mclaughlinryder.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SHAWN PATRICK MCLAUGHLIN	n/a	ALEXANDRIA, VA	10	42	3	yes
Jacobson P Truex	Certified Financial Planner	ALEXANDRIA, VA	6	10	n/a	yes
MICHELLE GLICKLIN	n/a	ALEXANDRIA, VA	4	15	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCLAUGHLIN, SHAWN PATRICK	SOLE MEMBER OF PARENT COMPANY LLC	E	yes	11/2003	Jan 4, 2016	Nov 27, 2024
MCLAUGHLIN, SHAWN PATRICK	PRESIDENT, CEO	Na	yes	10/2010	Jan 4, 2016	Nov 27, 2024
THE MCLAUGHLIN COMPANIES, LLC	PARENT COMPANY	E	yes	10/2010	Mar 25, 2019	Nov 27, 2024
CUCHARALE, CATHERINE	CHIEF COMPLIANCE OFFICER	Na	no	04/2021	Apr 1, 2021	Nov 27, 2024
STAMOVA, ILINA	Finop	Na	no	04/2021	Apr 1, 2021	Nov 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
UNION STREET PARTNERS LLC	n/a	Asset manager	$86.3M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 4, 2026	$522M	$2.5M	3	2	0	n/a	n/a
2024	Mar 6, 2025	$472M	$2.5M	3	2	0	n/a	n/a
2023	Mar 13, 2024	$428M	$8.9M	3	2	0	n/a	n/a
2022	Mar 24, 2023	$409M	$8.8M	3	2	0	n/a	n/a
2021	Mar 22, 2022	$398M	$2.0M	3	2	0	n/a	n/a
2020	Mar 9, 2021	$273M	$0	7	2	0	n/a	n/a
2019	Feb 28, 2020	$201M	$0	4	2	0	n/a	n/a
2018	Mar 25, 2019	$154M	$0	5	2	0	n/a	n/a
2017	Mar 23, 2018	$198M	$108M	8	8	0	n/a	n/a
2016	Mar 7, 2017	$144M	$80.9M	8	8	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$522M	$472M	10.7%	$409M	8.5%	3	3	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
4J WEALTH MANAGEMENT, LLC	2	Oct 8, 2018	Oct 8, 2018	ALEXANDRIA, VA	Team lift out	RIA to new firm	40.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MCLAUGHLIN RYDER ADVISORY SERVICES, LLC	4	Feb 16, 2016	Feb 17, 2016	ALEXANDRIA, VA	Firm absorbed	Other	80.0%

Relationships

Affiliated with (3)

→ UNION STREET PARTNERS LLCRegistered adviserother investment adviser, common control
factForm ADV
← UNION STREET PARTNERS LLCRegistered adviserother investment adviser, broker-dealer, control, common control
factForm ADV
← MCLAUGHLIN RYDER ADVISORY SERVICES, LLCRegistered adviserbroker-dealer, control, common control
factForm ADV

Registered with (9)

← MICHELLE GLICKLINAdvisorregistration: current employment
Aug 5, 2022 to presentfactForm ADV
← Jacobson P TruexAdvisorregistration: current employment
Feb 14, 2020 to presentfactForm ADV
← SHAWN PATRICK MCLAUGHLINAdvisorregistration: current employment
Feb 17, 2016 to presentfactForm ADV
← PAIGE WYMAN PIERCEAdvisorregistration: previous registration
Nov 3, 2020 to Apr 1, 2021factForm ADV
← SCOTT ALBERT GREBENSTEINAdvisorregistration: previous registration
Jun 6, 2016 to Feb 23, 2021factForm ADV
← Lanie Elizabeth NikesAdvisorregistration: previous registration
Nov 30, 2017 to Oct 11, 2019factForm ADV
← JEFFREY MICHAEL SCISCILOAdvisorregistration: previous registration
Feb 16, 2016 to Oct 8, 2018factForm ADV
← JOSHUA WRIGHT GOULDINGAdvisorregistration: previous registration
Feb 16, 2016 to Oct 8, 2018factForm ADV
← ELEANOR HAWKINS MAGUIREAdvisorregistration: previous registration
Feb 16, 2016 to Apr 27, 2017factForm ADV

Controls (2)

← MCLAUGHLIN, SHAWN PATRICKOwnerSOLE MEMBER OF PARENT COMPANY LLC, ownership code E, individual
Jan 4, 2016 to Nov 27, 2024factForm ADV
← THE MCLAUGHLIN COMPANIES, LLCOwnerPARENT COMPANY, ownership code E, domestic entity
Mar 25, 2019 to Nov 27, 2024factForm ADV

Owns (2)

← CUCHARALE, CATHERINEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 1, 2021 to Nov 27, 2024factForm ADV
← STAMOVA, ILINAOwnerFINOP, ownership code NA, individual
Apr 1, 2021 to Nov 27, 2024factForm ADV

Moved with (2)

→ 4J WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Oct 8, 2018 to Oct 8, 2018factForm ADV
← MCLAUGHLIN RYDER ADVISORY SERVICES, LLCRegistered adviser4 advisors, firm absorbed, same day
Feb 16, 2016 to Feb 17, 2016factForm ADV

Dated events

Occurred
Mar 22, 2022
Regulatory AUM changed
Mclaughlin Ryder Investments, Inc. reported RAUM $397.5M, up 46% from $272.7M (2021-04-30 to 2022-03-22)
Form ADVobserved 3 days ago
$125M
Occurred
Apr 1, 2021
Control person left
Paige Wyman Pierce (President, Cco, Finop) no longer on Schedule A of Mclaughlin Ryder Investments, Inc. (listed 2021-03-09, absent 2021-04-01)
Form ADVobserved 3 days ago
Occurred
Apr 1, 2021
Control person joined
Catherine Ann Cucharale (Chief Compliance Officer) appeared on Schedule A of Mclaughlin Ryder Investments, Inc.
Form ADVobserved 3 days ago
Occurred
Apr 1, 2021
Control person joined
Ilina S Stamova (Finop) appeared on Schedule A of Mclaughlin Ryder Investments, Inc.
Form ADVobserved 3 days ago
Occurred
Mar 9, 2021
Control person left
Scott Albert Grebenstein (Cfo / Finop) no longer on Schedule A of Mclaughlin Ryder Investments, Inc. (listed 2020-12-03, absent 2021-03-09)
Form ADVobserved 3 days ago
Occurred
Mar 9, 2021
Control person joined
Paige Wyman Pierce (President, Cco, Finop) appeared on Schedule A of Mclaughlin Ryder Investments, Inc.
Form ADVobserved 3 days ago
Occurred
Jan 4, 2016
Succession filed (Item 4)
Mclaughlin Ryder Investments, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 3 days ago
Occurred
Jan 4, 2016
First Form ADV filing
Mclaughlin Ryder Investments, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:37847ea6-03f2-725b-01a8-dc2db59d55e4
First observed: Jan 4, 2016
Last observed: Mar 4, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MCLAUGHLIN RYDER INVESTMENTS, INC.

CRD 147529

ALEXANDRIA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:37847ea6-03f2-725b-01a8-dc2db59d55e4

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SHAWN PATRICK MCLAUGHLIN

n/a

ALEXANDRIA, VA

yes

Jacobson P Truex

Certified Financial Planner

ALEXANDRIA, VA

n/a

yes

MICHELLE GLICKLIN

n/a

ALEXANDRIA, VA

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCLAUGHLIN, SHAWN PATRICK

SOLE MEMBER OF PARENT COMPANY LLC

yes

11/2003

Jan 4, 2016

Nov 27, 2024

MCLAUGHLIN, SHAWN PATRICK

PRESIDENT, CEO

yes

10/2010

Jan 4, 2016

Nov 27, 2024

THE MCLAUGHLIN COMPANIES, LLC

PARENT COMPANY

yes

10/2010

Mar 25, 2019

Nov 27, 2024

CUCHARALE, CATHERINE

CHIEF COMPLIANCE OFFICER

04/2021

Apr 1, 2021

Nov 27, 2024

STAMOVA, ILINA

Finop

04/2021

Apr 1, 2021

Nov 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

UNION STREET PARTNERS LLC

n/a

Asset manager

$86.3M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$522M

$2.5M

n/a

2024

Mar 6, 2025

$472M

$2.5M

n/a

2023

Mar 13, 2024

$428M

$8.9M

n/a

2022

Mar 24, 2023

$409M

$8.8M

n/a

2021

Mar 22, 2022

$398M

$2.0M

n/a

2020

Mar 9, 2021

$273M

n/a

2019

Feb 28, 2020

$201M

n/a

2018

Mar 25, 2019

$154M

n/a

2017

Mar 23, 2018

$198M

$108M

n/a

2016

Mar 7, 2017

$144M

$80.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$522M

$472M

10.7%

$409M

8.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

4J WEALTH MANAGEMENT, LLC

Oct 8, 2018

ALEXANDRIA, VA

Team lift out

RIA to new firm

40.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MCLAUGHLIN RYDER ADVISORY SERVICES, LLC

Feb 16, 2016

Feb 17, 2016

ALEXANDRIA, VA

Firm absorbed

Other

80.0%