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Lighthouse Financial Services INC

Lighthouse Financial Services INC. CRD 110367

Lighthouse Financial Services INC logo

CRD: 110367

Lighthouse Financial Services INC

Brea, CA, 92821
7145728900
www.lighthouselink.com
$472.5M Total AUM
$472.5M Disc. AUM
10.5% 3Y CAGR
6 Employees
461 ADV. Clients
37 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail and Institutional
Platforms
CrestSignal north +more
Established Date
09-02-1988
Office Locations
2

Office Locations

3000 E. Birch Street, Suite 107 Brea CA
3070 Saturn Street Suite 101 Brea CA

About Lighthouse Financial Services INC

Lighthouse Financial Services is a Brea, CA wealth management firm providing holistic retirement planning, investment management, and tax planning. The team focuses on long-term, relationship-driven advice designed to guide clients through major life stages and into retirement. Investment oversight is led by a dedicated CIO (CFA), and the firm uses Nitrogen (Riskalyze) risk profiling to align portfolios with client risk tolerance.

Team overview

38 AVG AGE
$94.5M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
11.7 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
37yrs Firm Age

Insights

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Asset Classes

Summit Quantum legacy Meridian quantum

Client Personas

Legacy quantum

Custodian

Glacier horizon Unison oak Beacon fusion Timber meridian

Investment Themes

Capital Glacier fusion Ember eagle Vertex

Investment Vehicles

Unison

Platform

Vector

Services

Vector Vertex oak Wave delta Foundation matrix Focus value Vital Unison Value value Pioneer

Technology

Capital vertex Horizon wave Oak

Owner & Executives

R

ROBERT GEORGE MCDANIEL

Advisor, Chief Compliance Officer, Chief Operating Officer, President

CRD
#3028236
Ownership
50% but less than 75%
(487) 244-1767
summit.harbor@elementcapital.com
in linkedin.com/in/matrix-wave
M

MICHAEL ROBERT VERITY

Chief Investment Officer, Chief Operating Officer, VICE PRESIDENT

CRD
#5848445
Ownership
25% but less than 50%
(751) 835-1600
vector.crest@eaglecapital.com
in linkedin.com/in/legacy-foundation
P

Peak harbor

Vertex capital timber

CRD
#77351
Ownership
27.7%
(582) 413-2218
prime.vital@vertexcapital.com
in linkedin.com/in/alpha-timber

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Contacts

Christopher Brian Soukup

Christopher Brian Soukup

Financial Advisor, General Partner

CRD
#5414513
(594) 749-7135
north.glacier@beaconcapital.com
in linkedin.com/in/bridge-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-28-2022
02-09-2023
01-31-2024
07-07-2025
01-22-2026
Category Assets AVG. Account size
Discretionary $472,541,088 $1,025,035
Non-Discretionary $0 --
Total $472,541,088 $1,025,035

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Separately Managed Accounts

Total SMA Asset: $472,541,088

$472.5M Total SMA
Equity - Exchange:
18.5%
Public Funds:
17.8%
Cash:
25.4%
Corporate - Investment Grade:
19.3%
Municipal Bonds:
19.0%
Asset class Assets Assets %
Equity - Exchange $1,212,240,887 18.5%
Public Funds $1,166,372,313 17.8%
Cash $1,664,373,974 25.4%
Corporate - Investment Grade $1,264,662,114 19.3%
Municipal Bonds $1,245,004,154 19.0%
Total $6,552,653,442 100.0%

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