CRD: 137277
Lighthouse Financial
Saint Petersburg, FL, 33709
7274905797
$755.6M Total AUM
$205.4M Disc. AUM
-- 3Y CAGR
1 Employees
135 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-12-2003
- Office Locations
- 1
Office Locations
-- Saint Petersburg FL
About Lighthouse Financial
Lighthouse Financial is a Saint Petersburg-based RIA. The firm has been operating for 22 years. Managing $755.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$755.6M AVG AUM / ADVISOR
$5.6M AVG AUM / CLIENT
22.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
S
STEVEN ANTHONY WOTOVICH
Chief Compliance Officer, Financial Advisor, President
- CRD
- #2667287
- Ownership
- 75% or more
(243) 852-1022
optima.momentum@signalcapital.com
in linkedin.com/in/timber-summit
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $205,436,767 | $615,080 |
| Non-Discretionary | $550,168,259 | $183,389,420 |
| Total | $755,605,026 | $2,242,151 |
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Separately Managed Accounts
Total SMA Asset: $755,605,026
Public Funds:
23.5% Equity - Exchange:
20.1% Cash:
16.3% Derivatives:
30.8% Private Funds:
9.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,899,856,576 | 23.5% |
| Equity - Exchange | $1,624,983,710 | 20.1% |
| Cash | $1,317,772,859 | 16.3% |
| Derivatives | $2,490,024,790 | 30.8% |
| Private Funds | $751,858,135 | 9.3% |
| Total | $8,084,496,070 | 100.0% |