# Lakeline Financial

> Lakeline Financial is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.

- CRD: 339602
- Filed as: LAKELINE FINANCIAL
- Legal name: Lakeline Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339602
- AdvisorCensus page: https://advisorcensus.com/firm/lakeline-financial-339602

## Quick answers

**How is Lakeline Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Lakeline Financial reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Lakeline Financial registered with the SEC or a state?**
Lakeline Financial is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339602.

**How much does Lakeline Financial manage?**
Lakeline Financial reports $0 in regulatory assets under management in its Form ADV filing dated May 13, 2026.

**Does Lakeline Financial 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/339602

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

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

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @don-rudy-3a99133a

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lakeline Financial (CRD 339602): Form ADV filing data as of October 2026.