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Vaughan and Company Securities
James D. Vaughan III established the firm to serve multiple families through integrated advisory services. The practice covers investment allocation...
Overview
James D. Vaughan III established the firm to serve multiple families through integrated advisory services. The practice covers investment allocation alongside estate and tax matters. The firm deploys capital via fund-of-funds structures. Positions target North American markets. Client mandates emphasize multigenerational transfer and risk controls. Team size remains undisclosed. James D. Vaughan III maintains ties to Atlantic Stewardship Bank and local Catholic organizations. Governance rests with the founder and a small group of licensed professionals who also hold CPA and bar credentials.
General information
Firm type
Multi Family Office
Year founded
2020
Location
Region
North America
Country
United States
City
Ridgewood
Corporate office
68 Passaic Street, Ridgewood, NJ 07450, United States
Principals
James D. Vaughan III, Esq.
CEO and Investment Advisor
Kevin Allen Leeds
Investment Adviser Representative
Sector focus
Frequently asked questions
Who runs investment decisions at Vaughan and Company Securities?
James D. Vaughan III serves as CEO and Investment Advisor. Kevin Allen Leeds acts as Investment Adviser Representative.
Does Vaughan and Company Securities participate in fund commitments or only direct deals?
The firm uses fund-of-funds structures for capital deployment.
What geographic regions does the firm cover?
Activity centers on North America.
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