RIA IntelAdvisersCaliforniaLIGHTHOUSE ADVISORY SERVICES, INC.

LIGHTHOUSE ADVISORY SERVICES, INC.

Advisory

CA

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in CA
#4,686
of 5,480 advisers by AUM
Average account
$218K
across 44 accounts
AUM per adviser
$10M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM
$10M
Discretionary %
0%
Clients
42
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$10M
Discretionary AUM$0
Non-Discretionary AUM$10M
Discretionary %0%
Total Clients42
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

KILIMANJARO CAPITAL, LLC
MANHATTAN BEACH, CA
$10M
HG WEALTH PARTNERS LLC
$10M
SELAH WEALTH ADVISORS LLC
$10M
BRIGHT LEGACY LLC
CHINO HILLS, CA
$10M
ONITUS CAPITAL, LLC
NEWPORT BEACH, CA
$10M
YOUNG, GUY CAMERON
$10M

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