Joel Light
Light Capital Management · Colleyville, Texas
Joel Light is a fee-only financial advisor at Light Capital Management in Colleyville, Texas. Light Capital Management reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Light Capital Management |
|---|---|
| Based in | Colleyville, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $82.5M across 126 accounts |
| SEC registration | Investment adviser representative in CA, PA, TX · CRD 5556034 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | lightcapitalmgmt.com |
| Profile |
How Joel's firm compares
- Light Capital Management's average account is about $655,000, from its Form ADV (assets managed divided by 126 accounts).
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Questions about Joel
Is Joel Light a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and Light Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joel charge for financial advice?
Joel's firm, Light Capital Management, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Joel Light based?
Joel Light is based in Colleyville, Texas.
Is Joel Light registered with the SEC?
Yes. Joel Light is registered as an investment adviser representative in CA, PA and TX (CRD 5556034), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Light Capital Management manage?
Light Capital Management reports $82.5M across 126 accounts in assets under management.
How do I contact Joel Light?
Through Joel's website, lightcapitalmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Colleyville
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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