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Insights

High-Net-Worth Focus David Vaughan Investments primarily serves high-net-worth individuals and institutional clients, indicating opportunities for premium investment solutions, personalized advisory services, and wealth management technology tailored to affluent investors.

Consistent Industry Recognition The company's repeated rankings within the CNBC Financial Advisor 100 showcase its competitive positioning and reputation, making it a potential partner for collaborative marketing, strategic alliances, or service enhancements aimed at elite advisory firms.

Technology Utilization Utilizing a modern tech stack including Google Cloud, Drupal, and Google Tag Manager suggests that DVI values digital infrastructure, presenting opportunities to offer advanced fintech integrations, data analytics solutions, or cybersecurity services for wealth management firms.

Financial Stability With revenue estimated between $100 million and $250 million and a strong presence within the competitive advisory landscape, there is potential for sales of portfolio management software, operational efficiencies, or client engagement platforms to support growth and scalability.

David Vaughan Investments, LLC Tech Stack

David Vaughan Investments, LLC uses 8 technology products and services including Site Kit, Google Hosted Libraries, Drupal, and more. Explore David Vaughan Investments, LLC's tech stack below.

  • Site Kit
    Analytics
  • Google Hosted Libraries
    Content Delivery Network
  • Drupal
    Content Management System
  • RSS
    Content Management System
  • Google Cloud
    Infrastructure As A Service
  • Pikaday
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • ZURB Foundation
    UI Frameworks

Media & News

David Vaughan Investments, LLC's Email Address Formats

David Vaughan Investments, LLC uses at least 1 format(s):
David Vaughan Investments, LLC Email FormatsExamplePercentage
FLast@dviinc.comJDoe@dviinc.com
74%
First@dviinc.comJohn@dviinc.com
22%
First.Last@dviinc.comJohn.Doe@dviinc.com
2%
LFirst@dviinc.comDJohn@dviinc.com
2%

Frequently Asked Questions

Where is David Vaughan Investments, LLC's headquarters located?

Minus sign iconPlus sign iconDavid Vaughan Investments, LLC's main headquarters is located at 5823 North Forest Park Drive Peoria, Illinois 61614 United States. The company has employees across 1 continents, including North America.

What is David Vaughan Investments, LLC's phone number?

Minus sign iconPlus sign icon You can contact David Vaughan Investments, LLC's main corporate office by phone at
+1-309-685-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is David Vaughan Investments, LLC's official website and social media links?

Minus sign iconPlus sign iconDavid Vaughan Investments, LLC's official website is dviinc.com and has social profiles on LinkedIn.

How much revenue does David Vaughan Investments, LLC generate?

Minus sign iconPlus sign icon As of March 2026, David Vaughan Investments, LLC's annual revenue is estimated to be $2.9M.

What is David Vaughan Investments, LLC's SIC code NAICS code?

Minus sign iconPlus sign iconDavid Vaughan Investments, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does David Vaughan Investments, LLC have currently?

Minus sign iconPlus sign iconAs of March 2026, David Vaughan Investments, LLC has approximately 37 employees across 1 continents, including North America. Key team members include Vice President: T. S.Managing Director & Senior Relationship Manager: R. S.Director: J. H.. Explore David Vaughan Investments, LLC's employee directory with LeadIQ.

What industry does David Vaughan Investments, LLC belong to?

Minus sign iconPlus sign iconDavid Vaughan Investments, LLC operates in the Investment Management industry.

What technology does David Vaughan Investments, LLC use?

Minus sign iconPlus sign iconDavid Vaughan Investments, LLC's tech stack includes Site KitGoogle Hosted LibrariesDrupalRSSGoogle CloudPikadayGoogle Tag ManagerZURB Foundation.

What is David Vaughan Investments, LLC's email format?

Minus sign iconPlus sign iconDavid Vaughan Investments, LLC's email format typically follows the pattern of FLast@dviinc.com. Find more David Vaughan Investments, LLC email formats with LeadIQ.

When was David Vaughan Investments, LLC founded?

Minus sign iconPlus sign iconDavid Vaughan Investments, LLC was founded in 1977.

David Vaughan Investments, LLC

Investment ManagementIllinois, United States11-50 Employees

DVI is a team of investment counselors, independently owned for 40 years. We serve high-net-worth investors that have done an excellent job accumulating wealth, but want our help managing it. We also provide asset-management services to a wide range of institutional investors.

The DVI investment philosophy emphasizes risk management. Whether a client opts for an equity, fixed income or balanced portfolio, the goals are always similar: consistent returns, lower volatility, and downside protection.

Ours is a "Quiet Quality" approach to investment management: people of integrity, acting in our clients' best interests ... helping them plan for the future ... protect what they have worked so hard to attain ... and prosper today and for generations to come.

Section iconCompany Overview

Headquarters
5823 North Forest Park Drive Peoria, Illinois 61614 United States
Phone number
+1-309-685-****
Website
dviinc.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
1977
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $100M$250M

    David Vaughan Investments, LLC's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    David Vaughan Investments, LLC's revenue is estimated to be in the range of $100M$250M

Company Leadership

  • Stylized image of a person
    T. S.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. S.
    Managing Director & Senior Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. K.
    Associate Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Senior Information Technology Manager
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    D. D.
    Residential Property Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. S.
    Human Resources Benefits Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Store Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Store Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    Relationship Manager
    Phone icon
    Mobile Phone

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