LIGHTHOUSE ADVISORY SERVICES, INC.

LIGHTHOUSE ADVISORY SERVICES, INC. is an SEC-registered investment adviser (CRD 306258). Regulatory assets under management: $9.6M.

Registration

• CRD: 306258
• Type: Registered investment adviser
• Phone: (858) 414-5217
• Latest filing: 2026-03-11
• Regulatory AUM: $9.6M
• Non-discretionary AUM: $9.6M
• Clients: 1
• Accounts: 44

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306258 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search