{
  "crd_number": 147529,
  "slug": "mclaughlin-ryder-investments-inc-alexandria-va-147529",
  "primary_business_name": "MCLAUGHLIN RYDER INVESTMENTS, INC.",
  "legal_name": "MCLAUGHLIN RYDER INVESTMENTS, INC.",
  "dbas": [],
  "city": "Alexandria",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-02-09",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-04",
  "carried_forward": false,
  "raum_total": 522091202.0,
  "raum_discretionary": 2518014.0,
  "raum_non_discretionary": 519573188.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 8851389.0,
      "count": 13
    },
    "individuals": {
      "raum": 70825453.0,
      "count": 252
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 39985887.0,
      "count": 20
    },
    "high_net_worth_individuals": {
      "raum": 401470865.0,
      "count": 213
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 957608.0,
      "count": 5
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "DC",
    "DE",
    "FL",
    "GA",
    "IA",
    "IL",
    "IN",
    "MD",
    "MT",
    "NC",
    "OH",
    "SC",
    "SD",
    "TN",
    "TX",
    "VA",
    "WY"
  ],
  "websites": [
    "https://mclaughlinryder.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147529",
  "city_as_filed": "ALEXANDRIA",
  "url": "https://advisorcensus.com/firm/mclaughlin-ryder-investments-inc-alexandria-va-147529",
  "display_name": "McLaughlin Ryder Investments, Inc.",
  "summary": "McLaughlin Ryder Investments, Inc. is an SEC-registered investment advisory firm in Alexandria, VA, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 4, 2026.",
  "citation": "AdvisorCensus. McLaughlin Ryder Investments, Inc. (CRD 147529): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is McLaughlin Ryder Investments, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), McLaughlin Ryder Investments, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is McLaughlin Ryder Investments, Inc. located?",
      "a": "McLaughlin Ryder Investments, Inc.'s principal office is in Alexandria, VA, according to its Form ADV."
    },
    {
      "q": "Is McLaughlin Ryder Investments, Inc. registered with the SEC or a state?",
      "a": "McLaughlin Ryder Investments, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 147529."
    },
    {
      "q": "How much does McLaughlin Ryder Investments, Inc. manage?",
      "a": "McLaughlin Ryder Investments, Inc. reports $522,091,202 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (0% discretionary)."
    },
    {
      "q": "How have McLaughlin Ryder Investments, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for McLaughlin Ryder Investments, Inc.: Regulatory assets under management: $272,699,467 in the October 2021 data and $522,091,202 in the October 2026 data, up 91%. Total employees: 5 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does McLaughlin Ryder Investments, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (252); high net worth individuals (213); pension and profit sharing plans (but not the plan participants or government pension plans) (20)."
    },
    {
      "q": "Which custodians does McLaughlin Ryder Investments, Inc. use?",
      "a": "McLaughlin Ryder Investments, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does McLaughlin Ryder Investments, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147529"
    },
    {
      "q": "What changed in McLaughlin Ryder Investments, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $471,632,619 to $522,091,202 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 272699467.0,
      "total_employees": 5,
      "filing_date": "2021-04-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 397532384.0,
      "total_employees": 3,
      "filing_date": "2022-06-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 409006389.0,
      "total_employees": 3,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 427887713.0,
      "total_employees": 3,
      "filing_date": "2024-03-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 471632619.0,
      "total_employees": 3,
      "filing_date": "2025-03-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 522091202.0,
      "total_employees": 3,
      "filing_date": "2026-03-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $471,632,619 to $522,091,202 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/mclaughlin-ryder-investments-inc-alexandria-va-147529.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 252,
      "fewer_than_5": false,
      "raum": 70825453.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 213,
      "fewer_than_5": false,
      "raum": 401470865.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 39985887.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 13,
      "fewer_than_5": false,
      "raum": 8851389.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 957608.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147529",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}