Lighthouse Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,531,533
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
127
0% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 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
127
Very HighAverage account size
$248,280
About
Lighthouse Capital serves individuals, families, and corporations, providing discretionary and non‑discretionary investment management, financial planning, and Qualified Retirement Plan (QRP) fiduciary consulting for 401(k) plans. The firm reports no account minimum and constructs portfolios using publicly traded stocks, bonds, mutual funds/ETFs and cash.
The firm follows a research‑centric, long‑only investment approach, using model allocations labeled Aggressive Growth, Growth, and Balanced as guides while selecting individual securities with sources such as Morningstar Workstation, Thomson Reuters, and the Wall Street Journal. Many accounts are managed on a discretionary basis and are reviewed at least quarterly to assess risk tolerance and rebalance toward target allocations.
Notable differences from many peers include an affiliation with an external law firm — the firm’s principal practices as an attorney of‑counsel and also offers legal and insurance products outside the advisory business, devoting roughly 12 hours per month to those activities, a relationship disclosed as a potential conflict of interest. The firm also does not identify high‑net‑worth individuals among its client types and combines individual portfolio management with a material focus on corporate QRP fiduciary consulting.
Client services
Financial planning
Portfolio management
Pension consulting
Occupation focus
Founder/Business Owner
Fee options
Under $100,000 - $99,999: 1.75% $100,000 - $499,999: 1.45% $500,000 - $999,999: 1.20% $1,000,000 - $2,500,000: 1.05% Over $2,500,000+: 0.90%
Up to $300 per hour
Main office location
Lighthouse Capital, LLC
90 Canal Street, Suite 442
Boston MA 02114, United States
Number of offices
1
Most active in
Lighthouse Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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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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.
Forms ADV
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