RIA IntelAdvisersTexasLIGHT CAPITAL MANAGEMENT LLC

LIGHT CAPITAL MANAGEMENT LLC

Advisory

TX

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in TX
#1,512
of 2,813 advisers by AUM
Average account
$655K
across 126 accounts
AUM per adviser
$82M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$82M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$82M
Discretionary AUM$77M
Non-Discretionary AUM$6M
Discretionary %93.1%
Total Clients70
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, PA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

ASHFORD INVESTMENT MANAGEMENT, LLC
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INVERDALE CAPITAL MANAGEMENT, LLC
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TORRES FINANCIAL SERVICES, INC.
SAN ANTONIO, TX
$83M
7TH HARVEST INVESTMENTS
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$83M
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FINANCIAL SECURITY SERVICES GROUP, INC.
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