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LIFEGUIDE FINANCIAL ADVISORS, LLC
CRD 284842File 801-108442
APPROVED
Retail clients
Custody
Filing as of Aug 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$562.9M
Above cohort median (national)
Discretionary AUM
$560.8M
Non-discretionary $2.2M
Clients
778
2,715 accounts
Employees
25
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 28, 2016
- Principal office
- 400 W MAIN ST., MECHANICSBURG, PA, 17055
- Phone
- (717) 796-1700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $562.9M
- Discretionary AUM
- $560.8M
- Non-discretionary AUM
- $2.2M
- Discretionary accounts
- 2,684
- Non-discretionary accounts
- 31
- Total accounts
- 2,715
- AUM per client
- $724K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.0M |
| Charitable organizations | 12 | $8.8M |
| High net worth individuals | 150 | $342.0M |
| Individuals (other than high net worth individuals) | 616 | $208.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.