DVI's 40th Anniversary Retrospective
Our Story
Serving as a "Fiduciary", making investment decisions solely in the best interest of your client, was an intuitive mindset for David J. Vaughan when he set out to start DVI 45 years ago.
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1977
• David J. Vaughan registers with the SEC
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1985
• Assets Under Advisement reach $30 million
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1987
• Largest client, RLI Corp., lists on NYSE
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1991
• David Vaughan Investments, Inc. is established as an S-Corp
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1993
• DVI acquires and relocates to current headquarters - 5823 N. Forest Park Drive
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1996
• Assets Under Advisement reach $350 million
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1998
• DVI opens Winter Park, Florida office
• Assets Under Advisement reach $1 billion
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2006
• DVI Associates mourn the passing of David J. Vaughan
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2010
• DVI's Senior Leadership Team acquires majority control of the firm
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2011
• An independent Board of Directors is put in place
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2013
• Assets Under Advisement reach $2 billion
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2016
• Assets Under Advisement reach $2.5 billion
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2017
• DVI forms a partnership with Morton Community Bank
• DVI converts from an S-Corp to a Limited Liability Company
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2019
• Assets Under Advisement reach $3.0 billion
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2020
• Assets Under Advisement reach $3.5 billion
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2021
• Assets Under Advisement reach $4.5 billion
