CRD: 299129
Lakeshore Financial Planning Inc.
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- Custodian
- American Funds ยท Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-19-2018
- Office Locations
- 1
Office Locations
About Lakeshore Financial Planning Inc.
Lakeshore Financial Planning is a Michigan-based, retail-focused advisory firm providing independent financial planning and investment management for individuals and families. The team builds tailored, research-driven portfolios aligned to risk tolerance and goals, with ongoing monitoring and guidance. Investment approach emphasizes asset allocation using mutual funds and ETFs, with fixed income and alternative exposures as appropriate. Custody through Raymond James.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JEFFREY FRANCIS BRAYTON
President, Senior Advisor
- CRD
- #2356995
- Ownership
- 75% or more
MARK EDWARD ROMIN
Senior Advisor, VICE PRESIDENT
- CRD
- #4778614
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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RICHARD JOHN DAVENPORT
Financial Advisor
- CRD
- #3026532
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $469,250,841 | $347,336 |
| Non-Discretionary | $0 | -- |
| Total | $469,250,841 | $347,336 |
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Separately Managed Accounts
Total SMA Asset: $469,250,841
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,111,040,525 | 30.1% |
| Cash | $1,556,980,055 | 22.2% |
| Equity - Exchange | $2,468,725,132 | 35.2% |
| U.S. Government/Agency | $876,677,959 | 12.5% |
| Total | $7,013,423,671 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE VERTEX CREST | FOUNDATION QUANTUM | 1EBMQONJO | PDU | 9.26% | $60,508,942 |
| PRIME PRIME EMBER | VALUE VALUE | 2EOWUIFWD | FVNNZ | 4.42% | $57,010,498 |
| PATHWAY CATALYST | INSIGHT UNISON | XCQ3T6Y8Y | NQH | 10.06% | $105,041,416 |
| CATALYST EAGLE | VITAL ALPHA | 40UBRY4DP | BKWP | 7.35% | $77,016,576 |
| QUANTUM RADIAL PIONEER | OAK RADIAL | DMALK8CDI | ZGDS | 9.70% | $99,553,030 |
| NORTH NORTH BRIDGE | GLACIER PATHWAY | OEL1RC57U | QHSVG | 0.69% | $11,278,676 |
| NORTH PRIME QUANTUM | DELTA BRIDGE | 17FUJX3E9 | EHGFK | 1.69% | $24,462,657 |
| FRONTIER PEAK | VECTOR HORIZON | ZXXCR662T | ZEIYD | 0.86% | $99,020,284 |