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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

MCLAUGHLIN RYDER ADVISORY SERVICES, LLC

CRD 153668

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:ac09886f-1045-a16a-577e-7142d2c5cecd

Data as of Mar 19, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 0
On other graphs: 0
Observed: Dec 5, 2011 to Mar 19, 2015
7 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $194MItem 5.F on the latest filing (2015-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $164M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 10
Accounts: 505
SEC number: 801-71440
CRD: 153668
Filings on the tape: 7
First filed: Dec 5, 2011
Latest filed: Mar 19, 2015
Organised: Limited Liability Company, Virginia

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	President	E	yes	04/2010	Dec 5, 2011	Mar 19, 2015

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
MCLAUGHLIN RYDER INVESTMENTS, INC.	n/a	Independent wealth	$522M	Y	yes	n/a
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
2014	Mar 19, 2015	$194M	$164M	10	10	n/a	n/a	n/a
2013	Mar 27, 2014	$173M	$153M	10	10	n/a	n/a	n/a
2012	Mar 22, 2013	$150M	$132M	10	10	n/a	n/a	n/a
2011	Mar 28, 2012	$120M	$100M	n/a	n/a	n/a	n/a	n/a

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
2014	$194M	$173M	12.1%	$120M	17.3%	10	10	n/a	n/a

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
MCLAUGHLIN RYDER INVESTMENTS, INC.	4	Feb 16, 2016	Feb 17, 2016	ALEXANDRIA, VA	Firm absorbed	Other	80.0%

Relationships

Affiliated with (2)

→ MCLAUGHLIN RYDER INVESTMENTS, INC.Registered adviserbroker-dealer, control, common control
factForm ADV
→ UNION STREET PARTNERS LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (1)

← MCLAUGHLIN, SHAWN, PATRICKOwnerPRESIDENT, ownership code E, individual
Dec 5, 2011 to presentfactForm ADV

Registered with (7)

← CARL MARTIN TREVISANAdvisorregistration: previous registration
May 23, 2011 to Mar 9, 2016factForm ADV
← SHAWN PATRICK MCLAUGHLINAdvisorregistration: previous registration
Jul 1, 2011 to Feb 16, 2016factForm ADV
← ELEANOR HAWKINS MAGUIREAdvisorregistration: previous registration
Jul 1, 2011 to Feb 16, 2016factForm ADV
← JEFFREY MICHAEL SCISCILOAdvisorregistration: previous registration
Mar 19, 2012 to Feb 16, 2016factForm ADV
← JOSHUA WRIGHT GOULDINGAdvisorregistration: previous registration
Mar 19, 2012 to Feb 16, 2016factForm ADV
← STEPHEN MICHAEL BEARCEAdvisorregistration: previous registration
May 23, 2011 to Jan 4, 2016factForm ADV
← LAURIE BLACKBURNAdvisorregistration: previous registration
May 20, 2011 to Apr 9, 2012factForm ADV

Moved with (1)

→ MCLAUGHLIN RYDER INVESTMENTS, INC.Registered adviser4 advisors, firm absorbed, same day
Feb 16, 2016 to Feb 17, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ac09886f-1045-a16a-577e-7142d2c5cecd
First observed: Dec 5, 2011
Last observed: Mar 19, 2015 140 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 ADVISORY SERVICES, LLC

CRD 153668

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:ac09886f-1045-a16a-577e-7142d2c5cecd

Data as of Mar 19, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:35 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCLAUGHLIN, SHAWN, PATRICK

President

yes

04/2010

Dec 5, 2011

Mar 19, 2015

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MCLAUGHLIN RYDER INVESTMENTS, INC.

n/a

Independent wealth

$522M

yes

n/a

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

2014

Mar 19, 2015

$194M

$164M

n/a

2013

Mar 27, 2014

$173M

$153M

n/a

2012

Mar 22, 2013

$150M

$132M

n/a

2011

Mar 28, 2012

$120M

$100M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

$194M

$173M

12.1%

$120M

17.3%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MCLAUGHLIN RYDER INVESTMENTS, INC.

Feb 16, 2016

Feb 17, 2016

ALEXANDRIA, VA

Firm absorbed

Other

80.0%