Lakeshore Advisors

RIAState Registered
Total AUM
$80.8M
Discretionary
$70.5M
87% of AUM
Avg account
$231K
Accounts
350
Employees
3
Advisory reps
3

Firm details

Headquarters
Winter Park, Florida
CRD number
329497
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals63.55%
  • HNWI35.72%
  • Corporations / Businesses0.74%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Lakeshore Advisors is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves individual and family clients as well as institutional investors, focusing on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM model alongside the option for hourly billing. Lakeshore reports it is not an active ESG investor and does not act as a capital allocator or related adviser.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 52%, Exchange Traded Equities 22%, Investment Grade Corp Bonds 13%, Cash & Cash Equivalents 10%, Private Funds 3%52%
  • Public Funds/Mutual Funds52%
  • Exchange Traded Equities22%
  • Investment Grade Corp Bonds13%
  • Cash & Cash Equivalents10%
  • Private Funds3%

Contacts

3 of 3
  • John Dewitt

    John Dewitt

    PrincipalCRD 6967615

  • Richard Butcher

    Richard Butcher

    PrincipalCRD 6230978

  • Thomas Bengtson

    Thomas Bengtson

    Senior Wealth AdvisorCRD 6896682

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Winter Park, FL

Orange

Location

Winter Park, FL

Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
238 N Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth