Insights

Affluent Client Focus David Vaughan Investments primarily serves high-net-worth individuals and institutional investors, indicating a strong potential for premium financial products, estate planning solutions, and specialized wealth management services tailored to affluent clients.

Reputation & Rankings Consistent recognition on the CNBC Financial Advisor 100 list, including a recent ranking at number 76, highlights the firm’s strong industry standing and reputation, creating opportunities for partnerships, brand collaborations, and trust-building initiatives.

Growth & Leadership Recent leadership additions, such as Christopher Spears joining as Independent Manager, suggest an openness to strategic growth and governance enhancements, which may benefit from targeted advisory services or technology solutions that support leadership and organizational development.

Technologically Powered Utilizing a modern tech stack including Google Cloud, Drupal, and analytics tools highlights a commitment to digital sophistication, presenting opportunities for fintech collaborations, data security enhancements, or advanced client engagement platforms.

Market Position & Revenue With revenues estimated between 100 million and 250 million and a dedicated niche in investment management, DVI offers a substantial market size for high-value service extensions such as tailored investment platforms, risk analytics, or exclusive financial products for their affluent client base.

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

David Vaughan Investments, LLC Email Formats	Example	Percentage
FLast@dviinc.com	JDoe@dviinc.com	74%
First@dviinc.com	John@dviinc.com	22%
First.Last@dviinc.com	John.Doe@dviinc.com	2%
LFirst@dviinc.com	DJohn@dviinc.com	2%

David Vaughan Investments, LLC Email Formats

Example

Percentage

FLast@dviinc.com

JDoe@dviinc.com

74%

First@dviinc.com

John@dviinc.com

22%

First.Last@dviinc.com

John.Doe@dviinc.com

LFirst@dviinc.com

DJohn@dviinc.com

Frequently Asked Questions

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

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?

David Vaughan Investments, LLC's official website is dviinc.com and has social profiles on LinkedIn.

How much revenue does David Vaughan Investments, LLC generate?

As of December 2025, David Vaughan Investments, LLC's annual revenue is estimated to be $2.9M.

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

David 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?

As of December 2025, 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 Wealth Advisor: R. S.Information Technology Director: E. C.. Explore David Vaughan Investments, LLC's employee directory with LeadIQ.

What industry does David Vaughan Investments, LLC belong to?

David Vaughan Investments, LLC operates in the Investment Management industry.

What technology does David Vaughan Investments, LLC use?

David Vaughan Investments, LLC's tech stack includes Site KitGoogle Hosted LibrariesDrupalRSSGoogle CloudPikadayGoogle Tag ManagerZURB Foundation.

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

David 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?

David Vaughan Investments, LLC was founded in 1977.

David Vaughan Investments, LLC

Q: What technology does David Vaughan Investments, LLC use?

David Vaughan Investments, LLC's tech stack includes X-Content-Type-Options, oEmbed, Modernizr, Drupal, Google Tag Manager.

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.

Insights

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