Light Capital LLC

Light Capital LLC, located in Santa Monica, CA, is an investment advisor registered with the SEC, founded in November 2022 by Edward McGlasson, who serves as the Chief Executive Officer and Chief Investment Officer. The firm specializes in providing family office and investment management services for individuals, small businesses, private funds, and institutional clients on a discretionary and non-discretionary basis. Light Capital tailors its investment strategies to meet clients' needs, focusing on capital preservation and long-term growth. The firm offers services such as cash flow planning, financial reporting, estate administration, and directed trustee services. Light Capital does not participate in wrap fee programs and charges advisory fees of up to 1.50% of assets under management. The firm primarily allocates client assets among various securities, mutual funds, ETFs, and alternative investments. Clients have full discretion over implementing recommendations. The firm does not have any disciplinary events to disclose. Edward McGlasson, the founder, holds a B.S. in Business Administration and has a clean regulatory record. McGlasson is responsible for all supervision and investment advice provided to clients. Clients have access to online performance reporting and custom reports. Light Capital does not engage in other financial activities and does not receive additional compensation. McGlasson does not have any other business activities and does not receive additional forms of compensation. McGlasson is the principal owner of the firm and is responsible for all supervision and investment advice provided to clients. Clients can contact McGlasson at (424) 625-2065 for any inquiries.