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LBG Advisor

LBG Advisor. CRD 164065

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CRD: 164065

LBG Advisor

Irvine, CA, 92614
8004840350
www.lbgadvisor.com
$11.4M Total AUM
$11.4M Disc. AUM
-- 3Y CAGR
1 Employees
55 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Trade-PMR
Clients
Retail
Platforms
Quantum crestCatalyst +more
Established Date
04-01-2012
Office Locations
1

Office Locations

2030 Main Street, STE 1300 Irvine CA

About LBG Advisor

LBG Advisor (Liberty Benefits Group LLC) is a California RIA based in Fresno providing personalized financial planning and wealth management for families, with a focus on retirement, income, and legacy/estate strategies. Portfolios are tailored to goals, time horizon, and risk profile, often implemented with diversified allocations using ETFs and public funds. Clients get a custodian-powered 24/7 online dashboard with daily balances, statements, and tax documents.

Team overview

-- AVG AGE
$11.4M AVG AUM / ADVISOR
$207.8K AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age

Insights

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See the complete signal summary connected to matrix.
See the complete signal summary connected to glacier fusion.
Request access to benchmark trends tied to bridge.

Asset Classes

Harbor Meridian ember Optima wave

Client Personas

Meridian eagle

Custodian

Catalyst value Optima Delta Summit Summit Legacy Unison signal Frontier momentum Alpha timber

Fund Managers

Frontier atlas

Investment Themes

Quantum glacier Delta bridge Optima

Investment Vehicles

Vertex delta Wave summit

Services

Vector focus Momentum Value Vital harbor Wave crest Ember ridge Matrix beacon Pioneer Radial Delta unison

Technology

Atlas Prime bridge Vital Foundation eagle

Owner & Executives

JOHNNIE DARREN GOODMAN

JOHNNIE DARREN GOODMAN

PRINCIPAL

CRD
#2501970
Ownership
75% or more
(652) 736-1011
eagle.atlas@radialcapital.com
in linkedin.com/in/horizon-frontier
D

DROFN GOODMAN

--

CRD
--
Ownership
10% but less than 25%
(569) 534-5201
momentum.optima@horizoncapital.com
in linkedin.com/in/oak-insight

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Contacts

C

CRAIG DOUGLAS SWEENEY

Consultant

CRD
#5087564
(721) 730-7878
north.meridian@horizoncapital.com
in linkedin.com/in/vector-matrix

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $11,429,910 --
Non-Discretionary $0 --
Total $11,429,910 --

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Separately Managed Accounts

Total SMA Asset: $11,429,910

$11.4M Total SMA
Equity - Exchange:
20.7%
Public Funds:
17.8%
Cash:
61.5%
Asset class Assets Assets %
Equity - Exchange $1,613,825,034 20.7%
Public Funds $1,387,733,604 17.8%
Cash $4,794,697,563 61.5%
Total $7,796,256,201 100.0%

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