Lighthouse Retirement
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$284,640,031
Clients
182
26% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
182
Very HighAverage account size
$1,563,956
About
Lighthouse Retirement provides discretionary investment supervisory services to individuals — including high-net-worth clients — as well as charitable organizations, foundations, and small businesses. The firm operates as a small, single-advisor RIA serving roughly 182 client accounts with about $285 million in assets under management.
The firm typically establishes an Investment Policy Statement for each client and manages separately managed accounts using a concentrated-portfolio approach that can include a limited number of holdings. Strategies may employ derivatives and leverage — including options, margin, and leveraged or inverse ETFs — and the firm also uses third‑party model managers and platform capabilities (e.g., Envestnet and Schwab subadvisor programs) as part of its implementation toolkit.
Distinctive features include a high level of assets relative to its single‑advisor staffing, reflecting a boutique operator with substantial AUM per advisor. Operationally, Lighthouse combines active use of derivatives and margin in client accounts with platform-based manager selection and an integrated client portal (Gemini Private Client Performance Portal and Vault), a mix that is less common among similarly sized supported RIAs.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Tax-loss harvesting
Occupation focus
Executive
Founder/Business Owner
Fee options
Fixed fees reported on SEC Form ADV Part 1 but not detailed in brochure
Hourly charges reported on SEC Form ADV Part 1 but not detailed in brochure
Account minimum: $100,000 Minimum fee: $1,000 annually minimum fee (typically assessed if assets under management are less than $500,000 and fees are less than $1,000 annually)
Main office location
Lighthouse Retirement
90 Fort Wade Rd
Ponte Vedra FL 32081, United States
Number of offices
1
Most active in
Lighthouse Retirement has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia · South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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