Skip to main content

LIGHTHOUSE FINANCIAL LLC

Doing business as LIGHTHOUSE FINANCIAL. SEC Form ADV profile.

Total regulatory AUM
$755,605,026
Discretionary
$205,436,767
Non-discretionary
$550,168,259

Firm details

CRD number
137277
SEC file number
801-128475
Main office
SAINT PETERSBURG, FL, United States
Employees
1
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.