Lakeshore Advisors

RIASEC 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 organized as an LLC that serves both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients on a percentage-of-AUM basis as well as offering hourly billing for advisory work. Its investment activity centers on publicly available pooled vehicles alongside allocations to private-market strategies run by third‑party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

FINTRX

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