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Lakeshore Advisors

Lakeshore Advisors. CRD 329497

Lakeshore Advisors logo

CRD: 329497

Lakeshore Advisors

Winter Park, FL, 32789
3214645122
lakeshore-advisors.com
$80.8M Total AUM
$70.5M Disc. AUM
-- 3Y CAGR
1 Employees
103 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Vanguard
Clients
Retail and Institutional
Platforms
Focus crestRidge legacy
Established Date
12-01-2023
Office Locations
2

Office Locations

238 N. Park Avenue Winter Park FL
-- Charlotte NC

About Lakeshore Advisors

Lakeshore Advisors is an independent, fee-only fiduciary RIA providing comprehensive financial planning and investment management, including retirement planning, tax-aware guidance, insurance reviews, and charitable giving strategies. The firm serves individuals and families as well as business owners and institutions (nonprofits, endowments, corporate plans) nationwide and internationally, using a disciplined, repeatable, academic approach. Client access includes Schwab custody and RightCapital-based planning.

Team overview

-- AVG AGE
$80.8M AVG AUM / ADVISOR
$784.0K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Accredited Investors

Momentum

Asset Classes

Signal timber Signal radial Alpha element Capital north

Client Personas

Unison Capital foundation

Custodian

Vector beacon Unison Glacier focus Vertex unison Element

Investment Themes

Vertex North crest Signal meridian

Investment Vehicles

Element Catalyst beacon

Services

Momentum Glacier timber Atlas Vector north Zenith vital Insight signal Oak legacy Oak glacier Beacon element Frontier

Technology

Harbor quantum Meridian peak

Owner & Executives

JOHN COLEMAN DEWITT

JOHN COLEMAN DEWITT

Advisor, Chief Compliance Officer, Managing Partner

CRD
#6967615
Ownership
75% or more
(537) 460-6081
north.horizon@insightcapital.com
in linkedin.com/in/quantum-timber
R

RICHARD T. BUTCHER

PARTNER

CRD
--
Ownership
10% but less than 25%
(427) 886-3058
harbor.vector@atlascapital.com
in linkedin.com/in/eagle-summit

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Contacts

T

Thomas Jackson Bengtson

--

CRD
#6896682
(296) 749-9612
crest.focus@vectorcapital.com
in linkedin.com/in/optima-north

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $70,520,421 --
Non-Discretionary $10,233,547 --
Total $80,753,968 --

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Separately Managed Accounts

Total SMA Asset: $80,753,968

$80.8M Total SMA
Public Funds:
6.0%
Equity - Exchange:
29.4%
Corporate - Investment Grade:
23.8%
Cash:
24.7%
Private Funds:
16.1%
Asset class Assets Assets %
Public Funds $154,280,566 6.0%
Equity - Exchange $755,974,773 29.4%
Corporate - Investment Grade $611,979,579 23.8%
Cash $635,121,663 24.7%
Private Funds $413,986,186 16.1%
Total $2,571,342,767 100.0%

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