# LIGHTHOUSE FINANCIAL SERVICES INC

LIGHTHOUSE FINANCIAL SERVICES INC of BREA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 110367
- Type: SEC-registered investment adviser
- SEC file number: 801-55848
- Location: 3070 SATURN STREET, SUITE 101, BREA, CA, 92821
- Phone: 714-572-8900
- Latest filing: 2026-01-22
- Regulatory AUM: $472.5M
- Discretionary AUM: $472.5M
- Clients: 6
- Accounts: 461

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Robert George Mcdaniel | PRESIDENT, COO, & CCO | — |
| Michael Robert Verity | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| Jayce Alan Lowe | PARTNER | — |
| Muey Koi Herman | PARTNER | — |
| MCDANIEL GEORGE DALE | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CCO; PRESIDENT (+1 more) | — |
| MCDANIEL ROBERT GEORGE | PRESIDENT; PRESIDENT, COO, & CCO; VICE PRESIDENT | — |
| MCDANIEL SARAH M | SECY./TREAS. | — |
| VERITY MICHAEL ROBERT | EQUITY OWNER; VICE PRESIDENT AND CIO; VICE PRESIDENT & CHIEF COMPLIANCE OFFICER (+2 more) | — |


## Branch offices (8)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 714-572-8900 |
| — | — | 1 | 714-572-8900 |
| — | — | 1 | 714-572-8900 |
| — | — | 1 | 110367 |
| — | — | 1 | 714-572-8900 |
| — | — | 1 | 714-572-8900 |
| — | — | 1 | 714-572-8900 |
| — | — | 1 | 110367 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110367/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110367/similar
- Related entities: https://search.stillhousedata.com/firm/110367/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110367

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.