RIA IntelAdvisersIllinoisLIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC

LIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC

Advisory

SPRINGFIELD, IL

Data as of Apr 22, 2026 · Source: SEC Form ADV

Rank in IL
#1,305
of 1,719 advisers by AUM
Average account
$94K
across 359 accounts
AUM per adviser
$34M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 22, 2026.

Total AUM
$34M
Discretionary %
100%
Clients
359
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$34M
Discretionary AUM$34M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients359
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

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

DAHL FINANCIAL SERVICES, INC.
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$33M
GAMBIT INVESTMENT GROUP
$33M
TORSHEN CAPITAL MANAGEMENT, LLC
CHICAGO, IL
$34M
+5.6% 1Y
POWERS PLANNING, LLC.
ARLINGTON HEIGHTS, IL
$34M
0.0% 1Y
NEW HYDE PARK ASSET MANAGEMENT LLC
WHEATON, IL
$33M
MERRILL LYNCH GLOBAL PRIVATE EQUITY, INC.
CHICAGO, IL
$33M
-97.6% 1Y

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