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- Custodian
- BNY Mellon · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-10-1984
- Office Locations
- 1
Office Locations
About Lakeside Advisors INC
Lakeside Advisors, Inc. is an SEC-registered RIA founded in 1984 to counsel primarily individuals, with additional work for pension and profit-sharing plans, trusts, and corporations. The firm provides comprehensive personal financial planning—retirement, college savings, insurance, and tax and estate planning—and manages client portfolios via full-discretion mandates as well as limited-discretion advice tailored to each client’s goals and risk tolerance.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT EVERETT FREY JR
Advisor, Chief Compliance Officer, President, TREASURER
- CRD
- #214260
- Ownership
- 75% or more
KRISTI ANN MANDT
Secretary, VICE PRESIDENT
- CRD
- #1095765
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $401,171,963 | $777,465 |
| Non-Discretionary | $11,064,061 | $11,064,061 |
| Total | $412,236,024 | $797,362 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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