LIGHTHOUSE CAPITAL, LLC

Overview

Lighthouse Capital, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model combines a percentage-of-assets approach with hourly charges, and the firm also conducts insurance brokerage and law firm activities, which suggests an integrated service model that can combine investment advice with legal and insurance planning. Investment posture is equity‑oriented. The adviser shows a clear preference for direct equity exposures, including a substantial position in non‑exchange traded equities, and supplements those positions with mutual funds for diversified, liquid exposures. Lighthouse Capital operates with both discretionary and non‑discretionary mandates, leaning more toward discretionary management while retaining the flexibility to provide advisory-only or consulting engagements.

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Public Holdings

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Location & Offices