Lighthouse Financial Services Inc
● SEC registered since 1988CRD 110367SEC# 801-55848Brea, CA
Reg. AUM
$472.5M
Employees
6
Accounts
461
Location
Brea, CA
Lighthouse Financial Services Inc assets under management
Lighthouse Financial Services Inc is a registered investment adviser overseen by the SEC based in Brea, CA. The firm has been registered since 1988. It reports $472.5 million in regulatory assets under management and employs 6 people.
Lighthouse Financial Services Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jayce Alan Lowe | Partner | 10-25% | 2025 |
| Michael Robert Verity Control | Vice President & Chief Investment Officer | 25-50% | 2013 |
| Muey Koi Herman | Partner | 10-25% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Lighthouse Financial Services Inc manage?
Lighthouse Financial Services Inc reports $472.5 million in regulatory assets under management on its Form ADV.
How many employees does Lighthouse Financial Services Inc have?
Lighthouse Financial Services Inc reports 6 employees.
Where is Lighthouse Financial Services Inc located?
Lighthouse Financial Services Inc is based in Brea, CA and has been SEC-registered since 1988.
Does Lighthouse Financial Services Inc disclose fund performance?
Lighthouse Financial Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3070 Saturn Street, Suite 101, Brea, CA 92821 |
| Phone | 714-572-8900 |
| Fax | 714-572-4489 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$472.5M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$472.5Mregulatory AUM
Discretionary $472.5M