# Lake Park Advisors

> Lake Park Advisors is a state-registered investment advisory firm in Johnson City, TN, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 269941
- Filed as: LAKE PARK ADVISORS
- Legal name: Richard E. Eddy, CFP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Johnson City, TN
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/269941
- AdvisorCensus page: https://advisorcensus.com/firm/lake-park-advisors-johnson-city-tn-269941

## Quick answers

**How is Lake Park Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Lake Park Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lake Park Advisors located?**
Lake Park Advisors' principal office is in Johnson City, TN, according to its Form ADV.

**Is Lake Park Advisors registered with the SEC or a state?**
Lake Park Advisors is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 269941.

**How much does Lake Park Advisors manage?**
Lake Park Advisors reports $21,653,000 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Lake Park Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (71); high net worth individuals (15).

**Does Lake Park Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/269941

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $21,653,000
- Discretionary: $21,653,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 71 | $12,021,000 |
| High net worth individuals | 15 | $9,632,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @61583426229935
- Instagram @LAKEPARKADVISORS
- LinkedIn @109910360
- X @LAKEPARKADVISORS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lake Park Advisors (CRD 269941): Form ADV filing data as of October 2026.