$248.7M Total AUM
$228.7M Disc. AUM
8.0% 3Y CAGR
5 Employees
156 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Delta
- Established Date
- 04-15-2015
- Office Locations
- 4
Office Locations
225 W Jefferson Avenue, Suite 102 Naperville IL
332 S Michigan AVE Suite 9069 Chicago IL
9140 West Dodge Road Omaha NE
About Lakewood Asset Management, LLC
Lakewood Asset Management, LLC is a Naperville-based RIA with 4 offices. The firm has been operating for 11 years. Managing $248.7M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
53 AVG AGE
$62.2M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
8.3 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Delta summit Oak capital
Custodian
North
Investment Themes
Peak
Investment Vehicles
Optima glacier
Services
Harbor delta Insight wave Prime Vital Frontier insight
Technology
Ridge
Owner & Executives
TODD J MICK
Chief Compliance Officer, Investment Advisor
- CRD
- #4942159
- Ownership
- Less than 5%
(370) 580-5684
fusion.pathway@momentumcapital.com
in linkedin.com/in/frontier-foundation
Showing 1 of 1 owners & executives
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BROOKS JASON CALL
Manager
- CRD
- #2735054
(932) 282-9103
prime.insight@beaconcapital.com
in linkedin.com/in/momentum-zenith
C
Catherine Elizabeth Lannan
Associate
- CRD
- #7459604
(796) 339-8966
foundation.element@elementcapital.com
in linkedin.com/in/vital-crest
V
Vector north
Meridian atlas
- CRD
- #65920
(356) 680-3919
vector.pioneer@vertexcapital.com
in linkedin.com/in/vertex-focus
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $228,691,283 | $644,201 |
| Non-Discretionary | $19,963,781 | $1,996,378 |
| Total | $248,655,064 | $681,247 |
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Separately Managed Accounts
Total SMA Asset: $248,655,064
Equity - Exchange:
16.4% Public Funds:
32.9% U.S. Government/Agency:
27.6% Cash:
23.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $871,954,274 | 16.4% |
| Public Funds | $1,749,225,342 | 32.9% |
| U.S. Government/Agency | $1,467,435,241 | 27.6% |
| Cash | $1,228,179,495 | 23.1% |
| Total | $5,316,794,352 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA ZENITH | MATRIX TIMBER | MWS31ZZGU | BJN | 9.40% | $37,841,908 |
| ATLAS CAPITAL INSIGHT | PEAK RIDGE | 1VHYHPP9O | PZPUM | 11.67% | $61,077,848 |
| BEACON EAGLE PEAK | GLACIER QUANTUM | N203EAJ2D | LTZY | 5.65% | $49,389,962 |
| FOUNDATION VECTOR | QUANTUM RADIAL | 2J052DRIR | JJHB | 9.56% | $36,704,595 |
| LEGACY OAK CAPITAL | QUANTUM PATHWAY | 2UG47YEC4 | BRG | 3.49% | $23,482,944 |
| EMBER RADIAL | TIMBER NORTH | 4ZDBU4EZ4 | GKIO | 2.22% | $81,123,784 |
| ZENITH EAGLE | PATHWAY EMBER | HGJ1FTPQ7 | BMVCM | 10.33% | $19,043,638 |
| BEACON PATHWAY | LEGACY ALPHA | 80L9YSZJZ | NXOHN | 5.36% | $34,916,086 |