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- Custodian
- BNY Mellon · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between April 17, 2025 and April 14, 2026, reported AUM increased 7.0%, from $385.3M to $412.2M.
Across 5 reported observations, AUM increased 8.4% between April 7, 2022 and April 14, 2026, from $380.4M to $412.2M.
Of the latest reported AUM, 97.3% is discretionary and 2.7% is non-discretionary.
The firm reports 4 advisory representatives and 213 clients, or 53.3 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 42 years in operation. The source data was last updated on April 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Lakeside Advisors INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Lakeside Advisors INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Lakeside Advisors INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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