# Lakeshore Advisors

> 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.

- CRD: 329497
- Filed as: LAKESHORE ADVISORS
- Legal name: Lakeshore Wealth Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Winter Park, FL
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329497
- AdvisorCensus page: https://advisorcensus.com/firm/lakeshore-advisors-winter-park-fl-329497

## Quick answers

**How is Lakeshore Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Lakeshore Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Lakeshore Advisors located?**
Lakeshore Advisors' principal office is in Winter Park, FL, according to its Form ADV.

**Is Lakeshore Advisors registered with the SEC or a state?**
Lakeshore Advisors is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329497.

**How much does Lakeshore Advisors manage?**
Lakeshore Advisors reports $80,753,968 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (87% discretionary).

**What types of clients does Lakeshore Advisors serve?**
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).

**Does Lakeshore 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/329497

**What changed in Lakeshore Advisors' recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $80,753,968
- Discretionary: $70,520,421
- Non-discretionary: $10,233,547

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $51,317,856 |
| High net worth individuals | 80 | $28,841,754 |
| Corporations or other businesses not listed above | 2 | $594,358 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lakeshore-advisors.com
- linkedin/company/lakeshore-advisors

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lakeshore Advisors (CRD 329497): Form ADV filing data as of October 2026.