$81.1M Total AUM
$81.1M Disc. AUM
-- 3Y CAGR
3 Employees
37 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Harbor
- Established Date
- 01-15-2026
- Office Locations
- 3
Office Locations
-- Evanston IL
-- Newport Beach CA
-- Tafton PA
About Lakewood Financial Group, LLC
Lakewood Financial Group, LLC is a Tafton-based RIA with 3 offices. The firm has been operating for 0 years. Managing $81.1M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$27.0M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
0.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Horizon foundation Value Timber Ember Matrix Element horizon Frontier
Custodian
Ridge Frontier alpha Optima Wave
Investment Themes
Meridian legacy Radial harbor Catalyst fusion
Investment Vehicles
Pioneer Value bridge
Platform
Focus Zenith
Services
Glacier ember Capital Frontier Radial Prime horizon
Technology
Catalyst
Owner & Executives
J
JONATHAN LEE KLINE
Chief Executive Officer
- CRD
- #5769339
- Ownership
- 25% but less than 50%
(870) 954-4515
timber.eagle@signalcapital.com
in linkedin.com/in/crest-atlas
A
Alexander Farnum Lippitt III
Chief Compliance Officer, Chief Financial Officer, CHIEF OPERATING OFFICER
- CRD
- #7610217
- Ownership
- 25% but less than 50%
(934) 368-3012
insight.insight@harborcapital.com
in linkedin.com/in/prime-north
U
Unison focus
Ridge pathway
- CRD
- #85828
- Ownership
- 41.9%
(250) 539-3997
matrix.pioneer@eaglecapital.com
in linkedin.com/in/foundation-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,090,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,090,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $81,090,000
Public Funds:
7.7% Derivatives:
5.3% Equity - Exchange:
20.1% Private Funds:
14.4% Cash:
10.8% Corporate - Investment Grade:
10.8% Municipal Bonds:
10.7% U.S. Government/Agency:
20.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $499,929,542 | 7.7% |
| Derivatives | $344,107,347 | 5.3% |
| Equity - Exchange | $1,305,010,884 | 20.1% |
| Private Funds | $934,933,170 | 14.4% |
| Cash | $701,199,878 | 10.8% |
| Corporate - Investment Grade | $701,199,878 | 10.8% |
| Municipal Bonds | $694,707,286 | 10.7% |
| U.S. Government/Agency | $1,311,503,476 | 20.2% |
| Total | $6,492,591,461 | 100.0% |