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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2016
- Office Locations
- 1
Office Locations
About Lighthouse Investment Advisors, Inc.
Lighthouse Investment Advisors, Inc. is a Canton, GA-based RIA serving retirement-focused individuals and families. The firm provides customized financial planning and investment management, including retirement income planning, tax strategies, legacy planning, and insurance-based solutions designed to help safeguard retirement assets while participating in market growth. Clients have access to Generational Vault, a 24/7 portal for accounts and key documents; custody includes Schwab.
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Owner & Executives
LESLEY LYNNE NEWLAND
VICE PRESIDENT
- CRD
- --
- Ownership
- 50% but less than 75%
SAMUEL WAYNE NEWLAND
Chief Compliance Officer, Managing Director, President
- CRD
- #6094864
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $24,000,000 | -- |
| Total | $24,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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