Lighthouse Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Largo, FL. Its latest Form ADV filing, dated February 26, 2026, reports $756M in regulatory assets under management, 1 employee, and 337 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.7% of total clients.
Top client categories% of clientsClients
1
Individuals
62.7%
84
2
HNWI
35.8%
48
3
Charitable
1.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$756Mas of February 26, 2026
Discretionary27.2%
$205M
27% of total RAUM27.2%
Non-discretionary72.8%
$550M
73% of total RAUM72.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$756M
Total Accounts337
10Y AUM Change+$303M (+66.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee134:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.