Lakewood Financial Group, LLC

Overview

Lakewood Financial Group, LLC is an independent, privately owned registered investment adviser operating as a limited liability company. The firm serves individual and family clients on a fee basis tied to assets under management and provides core advisory services including comprehensive financial planning, portfolio management for individuals and small businesses, manager selection, and educational workshops. The firm describes itself as a capital allocator, meaning it places client capital with third-party managers in addition to managing in-house exposures. The firm does not position itself as an active ESG investor. Its product mix and advisory activities indicate a traditional wealth-management focus with added emphasis on sourcing external managers for specialty exposures.

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Public Holdings

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Location & Offices