SourcingSourcing

LIFESTYLE FREEDOM ADVISORY GROUP, LLC

A69
CRD 283512·SEC 801-134196·BRADENTON, FL
AUM
$156.8M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$470K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD
283512
SEC file #
801-134196
EIN
—
DBA names
—

Economics

AUM
$156.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$125.6M → $156.8M▲ +25%
Client mix
Individuals Other117
Individuals High Net Worth45
Corporations21
Pension Profit Sharing Plans6

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
BRADENTON FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
lifestylefreedom.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LIFESTYLE FREEDOM GROUP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
LIFESTYLE FREEDOM GROUP, LLC
DALEY, JOHN, RUSSELL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LIFESTYLEFREEDOM.COM
Rdap Domain Creation Date
2011-02-24T19:31:04Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-24T19:31:04Z
Rdap Domain Last Changed
2026-02-25T12:33:38Z
Rdap Nameservers
Ns23.domaincontrol.comNs24.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
DALEY, TIMOTHY, HOCKENHULL
IAR · Executive Officer · 2.5%
6057426
DALEY, JOHN, RUSSELL
IAR · Executive Officer · 2.5%
1066953
JEFFREY MILES COOPER
IAR
6366670
Kevin Hockenhull Daley
IAR
7154371
DAVID RICHARD FINK
IAR
2392636