# Lighthouse Financial & Consulting Services, LLC

> Lighthouse Financial & Consulting Services, LLC is a state-registered investment advisory firm in Springfield, IL, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.

- CRD: 145054
- Filed as: LIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Springfield, IL
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145054
- AdvisorCensus page: https://advisorcensus.com/firm/lighthouse-financial-and-consulting-services-llc-springfield-il-145054

## Quick answers

**How is Lighthouse Financial & Consulting Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lighthouse Financial & Consulting Services, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lighthouse Financial & Consulting Services, LLC located?**
Lighthouse Financial & Consulting Services, LLC's principal office is in Springfield, IL, according to its Form ADV.

**Is Lighthouse Financial & Consulting Services, LLC registered with the SEC or a state?**
Lighthouse Financial & Consulting Services, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 145054.

**How much does Lighthouse Financial & Consulting Services, LLC manage?**
Lighthouse Financial & Consulting Services, LLC reports $33,599,763 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary).

**What types of clients does Lighthouse Financial & Consulting Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (355); high net worth individuals (4).

**Does Lighthouse Financial & Consulting Services, 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/145054

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $33,599,763
- Discretionary: $33,599,763
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 355 | $28,628,682 |
| High net worth individuals | 4 | $4,971,081 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2008 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lighthouse-financial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lighthouse Financial & Consulting Services, LLC (CRD 145054): Form ADV filing data as of October 2026.