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LIGHTVIEW CAPITAL, LLC

WEST PALM BEACH, FL · CRD 306106 · IAPD ↗ · lightviewcapital.com · 561-858-1500

$157.6MRegulatory AUM
12Advisory reps
12Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2026 — LIGHTVIEW CAPITAL, LLC reported RAUM up 25% ($125.8M -> $157.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2025 — LIGHTVIEW CAPITAL, LLC reported RAUM down 30% ($179.5M -> $125.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2025 — LIGHTVIEW CAPITAL, LLC grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.