{
  "crd_number": 329497,
  "slug": "lakeshore-advisors-winter-park-fl-329497",
  "primary_business_name": "LAKESHORE ADVISORS",
  "legal_name": "LAKESHORE WEALTH ADVISORS LLC",
  "dbas": [],
  "city": "Winter Park",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "36740",
  "metro": {
    "cbsa_code": "36740",
    "common_name": "Orlando",
    "msa_name": "Orlando-Kissimmee-Sanford, FL",
    "path": "/advisors/fl/orlando"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-02-06",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-16",
  "carried_forward": false,
  "raum_total": 80753968.0,
  "raum_discretionary": 70520421.0,
  "raum_non_discretionary": 10233547.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 51317856.0,
      "count": 21
    },
    "high_net_worth_individuals": {
      "raum": 28841754.0,
      "count": 80
    },
    "corporations_other_businesses": {
      "raum": 594358.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NC"
  ],
  "websites": [
    "https://lakeshore-advisors.com",
    "https://linkedin/company/lakeshore-advisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329497",
  "city_as_filed": "WINTER PARK",
  "url": "https://advisorcensus.com/firm/lakeshore-advisors-winter-park-fl-329497",
  "display_name": "Lakeshore Advisors",
  "summary": "Lakeshore Advisors is a state-registered investment advisory firm in Winter Park, FL, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.",
  "citation": "AdvisorCensus. Lakeshore Advisors (CRD 329497): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Lakeshore Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lakeshore Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Lakeshore Advisors located?",
      "a": "Lakeshore Advisors' principal office is in Winter Park, FL, according to its Form ADV."
    },
    {
      "q": "Is Lakeshore Advisors registered with the SEC or a state?",
      "a": "Lakeshore Advisors is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329497."
    },
    {
      "q": "How much does Lakeshore Advisors manage?",
      "a": "Lakeshore Advisors reports $80,753,968 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (87% discretionary)."
    },
    {
      "q": "What types of clients does Lakeshore Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (80); individuals (other than high net worth individuals) (21); corporations or other businesses not listed above (2)."
    },
    {
      "q": "Does Lakeshore Advisors report any disciplinary disclosures?",
      "a": "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/329497"
    },
    {
      "q": "What changed in Lakeshore Advisors' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 1 to 2."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lakeshore-advisors-winter-park-fl-329497.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 51317856.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 80,
      "fewer_than_5": false,
      "raum": 28841754.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 594358.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329497",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}