CRD: 131678
Light Financial Services, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-09-2004
- Office Locations
- 1
Office Locations
About Light Financial Services, Inc.
Light Financial Services is an independent, fee-only firm in Fargo, North Dakota providing financial planning and investment management. The team builds diversified, risk-managed portfolios that lean heavily on ETFs and mutual funds, and often supports entrepreneurs with retirement, tax, and succession planning. Custodies primarily at Charles Schwab & Co.
Reported data analysis
What the numbers show
Between March 18, 2025 and March 25, 2026, reported AUM increased 21.0%, from $145.1M to $175.5M.
Across 5 reported observations, AUM increased 58.8% between August 30, 2022 and March 25, 2026, from $110.5M to $175.5M.
Of the latest reported AUM, 99.5% is discretionary and 0.5% is non-discretionary.
The firm reports 2 advisory representatives and 1,244 clients, or 622 clients per representative. That equates to $141.1K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
PAUL ARTHUR LIGHT
Chief Compliance Officer, DIRECTOR, Financial Advisor, General Partner, President, Secretary, TREASURER
- CRD
- #1986167
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Samantha Jo Blanchette
Investment Advisor Representative
- CRD
- #6959312
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,681,675 | $96,884 |
| Non-Discretionary | $856,592 | $122,370 |
| Total | $175,538,267 | $96,982 |
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Separately Managed Accounts
SMA allocation detail is available
Light Financial Services, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.