Lighthouse Financial

RIASEC Registered

Total AUM

$756M

Discretionary

$205M

27% of AUM

Avg account

$2.2M

Accounts

337

Employees

Advisory reps

Firm details

Headquarters: St Petersburg, Florida
CRD number: 137277
Registered since: July 31, 2023
Website: lighthousefinancialllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI94.22%
Individuals3.68%
Charitable Organizations2.1%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Lighthouse Financial operates as an independent registered investment adviser organized as a limited liability company and SEC-registered in 2023. The firm is individually owned and serves a mix of individuals and families as well as institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements at the firm include a percentage of assets under management plus options for hourly and fixed-fee engagements. Lighthouse Financial is not designated as a capital allocator, is not an active ESG investor, and does not identify as a multi-state or pension consultant adviser in its disclosures.