This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · PNC · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-01-2023
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 87.3% is discretionary and 12.7% is non-discretionary.
The firm reports 2 advisory representatives and 103 clients, or 51.5 clients per representative. That equates to $784.0K in reported AUM per client.
The profile lists 2 reported office locations and 2 years in operation. The source data was last updated on October 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Lakeshore Advisors's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Lakeshore Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN COLEMAN DEWITT
Advisor, Chief Compliance Officer, Managing Partner
- CRD
- #6967615
- Ownership
- 75% or more
RICHARD T. BUTCHER
PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
Thomas Jackson Bengtson
SENIOR WEALTH ADVISOR
- CRD
- #6896682
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,520,421 | -- |
| Non-Discretionary | $10,233,547 | -- |
| Total | $80,753,968 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Lakeshore Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.