LIGHTHOUSE FINANCIAL ADVISORS, INC.

RIASEC RegisteredEst. 2013

Total AUM

$1.1B

Discretionary

$305M

27% of AUM

Avg account

$450K

Accounts

2,475

Employees

Advisory reps

Firm details

Headquarters: RED BANK, New Jersey
CRD number: 121496
Registered since: July 5, 2013
Website: lfadvisors.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Fixed Fees
Client types: HNWI77.04%
Individuals16.3%
Charitable Organizations6.66%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Lighthouse Financial Advisors, Inc. is an independent registered investment adviser that targets individual and family clients with a mix of financial planning and portfolio management services. Founded as a corporation and SEC-registered in 2013, the firm operates under an individual ownership model and charges fixed fees for advisory work. Its service set includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Investment activity is tilted toward public funds and mutual funds, with meaningful use of ETFs and individual equities. The firm is listed as an active ESG investor, and its reported asset mix shows a deliberate emphasis on pooled public products as the primary building blocks of client portfolios. Lighthouse manages both discretionary and non-discretionary mandates, which suggests a blend of model/managed-account strategies and advisor-led accounts tailored to client preferences.