MECHANICSBURG, PACRD 284842Latest ADV February 25, 2026
Lifeguide Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mechanicsburg, PA. Its latest Form ADV filing, dated February 25, 2026, reports $563M in regulatory assets under management, 25 employees, 2 offices, and 2,715 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.2% of total clients.
Top client categories% of clientsClients
1
Individuals
79.2%
616
2
HNWI
19.3%
150
3
Charitable
1.5%
12
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$563Mas of February 25, 2026
Discretionary99.6%
$561M
100% of total RAUM99.6%
Non-discretionary0.4%
$2M
0% of total RAUM0.4%
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.
Total AUM$563M
Total Accounts2,715
10Y AUM Change+$449M (+395.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee31:1
10Y Employee Change+19 (+316.7%)
* 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.