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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Horizon
- Established Date
- 09-28-2016
- Office Locations
- 2
Office Locations
About Lifeguide Financial Advisors, LLC
LifeGuide Financial Advisors is a fee-only, fiduciary, faith-focused firm providing comprehensive Financial Life Planning and in-house investment management built around clients’ values. They serve families across asset levels, offering an “Essentials” program for those under $450k to invest plus hourly CFP guidance for advice-only needs. A team-based, salaried advisor model (CFP/RLP/CKA) and survivor assistance support clients through major life transitions; custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DOUGLAS KIRT DENLINGER
Managing Member, Managing Partner
- CRD
- #4698387
- Ownership
- 50% but less than 75%
DAVID ISAAC LUTZ
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5355724
- Ownership
- 25% but less than 50%
Pioneer prime
Eagle oak
- CRD
- #16921
- Ownership
- 6.4%
Showing 2 of 5 owners & executives
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Ryan Benjamin Althoff
Financial Advisor
- CRD
- #7408767
Stephen Bruce
--
- CRD
- #7959913
Meridian eagle
Signal unison harbor
- CRD
- #16060
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $560,764,491 | $208,929 |
| Non-Discretionary | $2,167,872 | $69,931 |
| Total | $562,932,363 | $207,342 |
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Separately Managed Accounts
Total SMA Asset: $562,932,363
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,554,070,025 | 28.7% |
| Public Funds | $1,254,787,016 | 14.1% |
| Cash | $1,156,895,830 | 13.0% |
| Other | $3,933,445,824 | 44.2% |
| Total | $8,899,198,695 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH BEACON | DELTA DELTA | OZO1122SZ | GED | 8.93% | $101,318,389 |
| VALUE VERTEX RIDGE | VECTOR DELTA | 2MHCZRML4 | TMRRW | 9.50% | $9,979,626 |
| FUSION LEGACY SIGNAL | EAGLE SIGNAL | 9FYOSQBUQ | QAFR | 0.85% | $75,768,936 |
| INSIGHT OPTIMA HARBOR | ZENITH ZENITH | 1TLRHCGAH | OJJ | 3.52% | $67,184,117 |
| PRIME EAGLE | WAVE BRIDGE | 21EKOTXFB | QGQ | 6.93% | $76,567,171 |
| QUANTUM TIMBER | EAGLE HORIZON | 31M0SHWOC | CVVF | 10.83% | $95,982,679 |
| CATALYST SIGNAL | ALPHA EMBER | MAAWUC5NB | RFX | 2.48% | $29,716,098 |
| SIGNAL CREST ALPHA | FUSION VALUE | QWGHD08Z5 | GSVLJ | 6.63% | $57,556,292 |