# LIFESTYLE FREEDOM ADVISORY GROUP, LLC

LIFESTYLE FREEDOM ADVISORY GROUP, LLC of BRADENTON, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 283512
- Type: SEC-registered investment adviser
- SEC file number: 801-134196
- Location: 9040 TOWN CENTER PARKWAY, BRADENTON, FL, 34202
- Phone: 941-914-9422
- Latest filing: 2026-03-12
- Regulatory AUM: $156.8M
- Discretionary AUM: $156.7M
- Non-discretionary AUM: $113K
- Clients: 5
- Accounts: 366

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| David Fink | MANAGING MEMBER | Los Angeles, CA |
| Timothy Hockenhull Daley | CHIEF OPERATIONS OFFICER; MEMBER | — |
| John Russell Daley | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Beverly H Daley | TRUSTEE | — |
| David Richard Fink | MANAGING MEMBER | — |
| Beverly Hockenhull Daley | TRUSTEE | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2021-10-29 | regulatory | FAILURE TO REGISTER CT BRANCH OFFICE AND UNREGISTERED ACTIVITY OF AN INVESTMENT ADVISOR REPRESENTATIVE. | Final | $8K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283512/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283512/similar
- Related entities: https://search.stillhousedata.com/firm/283512/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283512

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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.