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| Lighthouse Financial Advisors Inc
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|---|---|
| CRD # | 121496 |
| SEC # | 801-78290 |
| CIK # | 0001623210 |
| AUM | 1,113.9 M (2026-03-09) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 732-747-6680 |
| Address | 3 Harding Road, Suite B Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sherwin Williams Co | 17.8 | ||
| Illinois Tool Works Inc | 4.6 | ||
| Shopify Inc | 4.1 | ||
| Nucor Corp | 3.8 | ||
| Amazon Com Inc | 3.8 | ||
| Lowes Companies Inc | 3.5 | ||
| Paypal Holdings Inc | 3.5 | ||
| Price T Rowe Group Inc | 3.3 | ||
| Pentair Inc | 3.2 | ||
| Johnson & Johnson | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 221 | 181.6 |
| (b) Individuals (high net worth individuals) | 208 | 858.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 74.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,475 | 1,113.9 |
| By Discretionary | ||
| Discretionary | 674 | 304.8 |
| Non-Discretionary | 1,801 | 809.1 |
| Total | 2,475 | 1,113.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,113.9 | |
| Total | 2,475 | 1,113.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001623210] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wilkins Investment Counsel Inc
✚
|
MA | 1,117.8 M |
|
Adamo Capital Family Office LLC
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FL | 1,116.2 M |
|
HTG Investment Advisors Inc
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CT | 1,113.6 M |
|
Capital Advisors Wealth Management LLC
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WA | 1,112.1 M |
|
Arthur M Cohen & Associates LLC
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IL | 1,111.5 M |
|
Bearing Point Capital LLC
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MN | 1,111.5 M |
|
Dock Street Asset Management Inc
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|
FL | 1,110.1 M |
|
ARQ Wealth Advisors LLC
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|
AZ | 1,109.3 M |
|
The Financial Advisors LLC
✚
|
MA | 1,108.4 M |
|
Heirloom Wealth Management LLC
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|
CO | 1,108.3 M |