# Lighthouse Capital, LLC

> Lighthouse Capital, LLC is a state-registered investment advisory firm in Boston, MA, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 147497
- Filed as: LIGHTHOUSE CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147497
- AdvisorCensus page: https://advisorcensus.com/firm/lighthouse-capital-llc-boston-ma-147497

## Quick answers

**How is Lighthouse Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lighthouse Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lighthouse Capital, LLC located?**
Lighthouse Capital, LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Lighthouse Capital, LLC registered with the SEC or a state?**
Lighthouse Capital, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147497.

**How much does Lighthouse Capital, LLC manage?**
Lighthouse Capital, LLC reports $44,527,558 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (71% discretionary).

**What types of clients does Lighthouse Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (127); corporations or other businesses not listed above (3).

**Does Lighthouse Capital, 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/147497

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $44,527,558
- Discretionary: $31,531,533
- Non-discretionary: $12,996,025

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 127 | $31,531,533 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $12,996,025 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lighthousecapllc.com
- Facebook @LIGHTHOUSECAPITAL
- LinkedIn @11140005
- LinkedIn @BRIAN-FOLEY-868963B

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lighthouse Capital, LLC (CRD 147497): Form ADV filing data as of October 2026.