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| Happy Holidays!! thanks for using AUM13F!! |
| Lighthouse Financial Advisors Inc
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| CRD # | 121496 |
| SEC # | 801-78290 |
| CIK # | 0001623210 |
| AUM | $869.2 M (2025-03-29) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 732-747-6680 |
| Address | 3 Harding Road, Suite B Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 213 | 169.0 |
| (b) Individuals (high net worth individuals) | 182 | 640.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 59.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,016 | 869.2 |
| By Discretionary | ||
| Discretionary | 519 | 319.6 |
| Non-Discretionary | 1,497 | 549.6 |
| Total | 2,016 | 869.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 869.2 | |
| Total | 2,016 | 869.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001623210] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ISTO Advisors LLC
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|
MI | 0.9 |
|
The NorthStar Group Inc
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NY | 0.9 |
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TX | 0.9 |
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Corvus Wealth Advisors LLC
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CA | 0.9 |
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Sprinkle Financial Consultants LLC
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CO | 0.9 |
|
Rudney Associates Inc
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CA | 0.9 |
|
Lathrop Investment Management Corp
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|
AR | 0.9 |
|
Margolis Brady Raghavan Financial Inc
✚
|
TX | 0.9 |
|
Clear Brook Advisors Inc
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|
MA | 0.9 |
|
Oakhurst Capital Advisors LLC
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|
DC | 0.9 |