RIA Intel›Advisers›Massachusetts›LIGHTHOUSE CAPITAL, LLC

LIGHTHOUSE CAPITAL, LLC

Advisory

BOSTON, MA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in MA

#1,184

of 1,590 advisers by AUM

Average account

$348K

across 128 accounts

AUM per adviser

$45M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$45M

Discretionary %

70.8%

Clients

130

Employees

3

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$45M

Discretionary AUM$32M

Non-Discretionary AUM$13M

Discretionary %70.8%

Total Clients130

Team

Total Employees3

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

130 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

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

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SAVVI FINANCIAL LLC

WALTHAM, MA

$45M

+9.2% 1Y

BEAL CONSULTING, INC.

PLYMOUTH, MA

$45M

WEAVER & ASSOCIATES, INC.

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$44M

+7.0% 1Y

REAL ESTATE FIDUCIARY SERVICES LLC

BOSTON, MA

$45M

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