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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 172 clients, or 172 clients per representative. That equates to $139.5K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on February 12, 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
- Platform
- Services
- Technology
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The full Lighthouse Investment Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Lighthouse Investment Advisors, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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