# Lakeland Investor Services, Inc.

> Lakeland Investor Services, Inc. is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 167100
- Filed as: LAKELAND INVESTOR SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167100
- AdvisorCensus page: https://advisorcensus.com/firm/lakeland-investor-services-inc-167100

## Quick answers

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

**Is Lakeland Investor Services, Inc. registered with the SEC or a state?**
Lakeland Investor Services, Inc. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167100.

**How much does Lakeland Investor Services, Inc. manage?**
Lakeland Investor Services, Inc. reports $18,973,780 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (81% discretionary).

**What types of clients does Lakeland Investor Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (53); high net worth individuals (8); charitable organizations (3).

**Does Lakeland Investor Services, Inc. report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167100

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $18,973,780
- Discretionary: $15,418,211
- Non-discretionary: $3,555,569

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 53 | $10,310,914 |
| High net worth individuals | 8 | $7,769,744 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $68,821 |
| Charitable organizations | 3 | $161,950 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $653,447 |
| Other | 1 | $8,904 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167100

### Websites listed on Form ADV (Item 1.I)
- lakelandinsurancellc.com
- lakelandinvestors.com
- Facebook @LAKELANDINSURANCELLC
- Facebook @LAKELANDINVESTORS
- LinkedIn @LAKELANDINVESTORSERVICES

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lakeland Investor Services, Inc. (CRD 167100): Form ADV filing data as of October 2026.