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Firm profile

Lifegoal Investments, LLC

CRD 327833Latest ADV May 11, 2026

Lifegoal Investments, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 19, 2026, reports $356M in regulatory assets under management, 5 employees, and 792 accounts.

Assets Under Management
$356M
Employees
5
Offices
--
Total Clients
291
Primary office
—
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOTaylor P. Sohns

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 79.0% of total clients.
Top client categories% of clientsClients
1
HNWI
79.0%
230
2
Individuals
13.7%
40
3
Corporations
4.1%
12
4
Pension Plans
1.7%
5
5
Charitable
1.4%
4
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$356Mas of May 11, 2026
Discretionary98.6%
$351M
99% of total RAUM98.6%
Non-discretionary1.4%
$5M
1% of total RAUM1.4%
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$356M
Total Accounts792
10Y AUM Change+$274M (+334.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee58:1
10Y Employee Change+2 (+66.7%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.