# Lifetime Strategies, LLC

> Lifetime Strategies, LLC is a state-registered investment advisory firm in Griffin, GA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 126348
- Filed as: LIFETIME STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Griffin, GA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126348
- AdvisorCensus page: https://advisorcensus.com/firm/lifetime-strategies-llc-griffin-ga-126348

## Quick answers

**How is Lifetime Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lifetime Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Lifetime Strategies, LLC located?**
Lifetime Strategies, LLC's principal office is in Griffin, GA, according to its Form ADV.

**Is Lifetime Strategies, LLC registered with the SEC or a state?**
Lifetime Strategies, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 126348.

**How much does Lifetime Strategies, LLC manage?**
Lifetime Strategies, LLC reports $16,369,259 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Lifetime Strategies, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (7).

**Does Lifetime Strategies, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126348

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $16,369,259
- Discretionary: $16,369,259
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $5,526,506 |
| High net worth individuals | 7 | $7,155,851 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $221,271 |
| Charitable organizations | Fewer than 5 | $93 |
| Corporations or other businesses not listed above | Fewer than 5 | $3,465,538 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ebcpas.com
- lifetime-strategies.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifetime Strategies, LLC (CRD 126348): Form ADV filing data as of October 2026.