$44.5M Total AUM
$31.5M Disc. AUM
-- 3Y CAGR
3 Employees
260 ADV. Clients
17 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Pathway pioneer
- Established Date
- 08-07-2008
- Office Locations
- 1
Office Locations
90 Canal Street Suite 442 Boston MA
About Lighthouse Capital, LLC
Lighthouse Capital, LLC is a Boston-based RIA providing goal-based financial planning and custom portfolio construction, using ETFs and mutual funds. The firm pairs investment management with insurance planning (including life insurance), retirement plan guidance, and trust/estate planning support—useful for distributors seeking advisors who integrate protection and wealth transfer into the portfolio conversation.
Team overview
39 AVG AGE
$44.5M AVG AUM / ADVISOR
$171.3K AVG AUM / CLIENT
15.9 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Investment Vehicles
Alpha frontier Legacy alpha
Services
Prime bridge Ember horizon Bridge North Beacon fusion Momentum
Technology
Delta
Owner & Executives
BRIAN DENNIS FOLEY
Chief Compliance Officer, Owner
- CRD
- #5833494
- Ownership
- 75% or more
(207) 668-9038
catalyst.wave@ridgecapital.com
in linkedin.com/in/fusion-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,531,533 | -- |
| Non-Discretionary | $12,996,025 | -- |
| Total | $44,527,558 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,527,558
Equity - OTC:
44.0% Equity - Exchange:
34.0% Cash:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,311,901,943 | 44.0% |
| Equity - Exchange | $1,013,742,411 | 34.0% |
| Cash | $655,950,971 | 22.0% |
| Total | $2,981,595,325 | 100.0% |