# Lakeside Advisors Inc > Lakeside Advisors Inc is an SEC-registered investment advisory firm in Seattle, WA, registered since 1984, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 14, 2026. - CRD: 104540 - Filed as: LAKESIDE ADVISORS INC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Seattle, WA - Filing period: October 2026 - Form ADV filing dated: April 14, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104540 - AdvisorCensus page: https://advisorcensus.com/firm/lakeside-advisors-inc-seattle-wa-104540 ## Quick answers **How is Lakeside Advisors Inc compensated?** On its Form ADV (Item 5.E, October 2026), Lakeside Advisors Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). **How much does Lakeside Advisors Inc charge?** Its Form ADV Part 2A brochure dated April 14, 2026 states: Flat fee: $1,000 (consultation and help the executor and/or beneficiaries of a deceased to distribute his/her assets); Hourly rate: $250 an hour (consultation and help the executor and/or beneficiaries of a deceased to distribute his/her assets); Hourly rate: $250 an hour (financial planning or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is Lakeside Advisors Inc located?** Lakeside Advisors Inc's principal office is in Seattle, WA, according to its Form ADV. **Is Lakeside Advisors Inc registered with the SEC or a state?** Lakeside Advisors Inc is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 104540. **How much does Lakeside Advisors Inc manage?** Lakeside Advisors Inc reports $412,236,024 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (97% discretionary). **How have Lakeside Advisors Inc's assets and staff changed since 2021?** In the Form ADV data for Lakeside Advisors Inc: Regulatory assets under management: $335,730,642 in the October 2021 data and $412,236,024 in the October 2026 data, up 23%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Lakeside Advisors Inc serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (95); charitable organizations (3). **Which custodians does Lakeside Advisors Inc use?** Lakeside Advisors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets. **Does Lakeside Advisors Inc report any disciplinary disclosures?** Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104540 ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated April 14, 2026) - Flat fee: $1,000 (consultation and help the executor and/or beneficiaries of a deceased to distribute his/her assets) > We charge a flat fee for the service, which starts at $1,000. The fee varies depending on the complexity of the estate and is calculated at $250.00 per hour. - Hourly rate: $250 an hour (consultation and help the executor and/or beneficiaries of a deceased to distribute his/her assets) > Fees are offered two ways for financial planning or consulting services: 1) Hourly: at $250.00 per hour - Hourly rate: $250 an hour (financial planning or consulting services) > 2) Fixed Fee: based upon an estimate of the hours at $250.00 per hour or as agreed to by Lakeside and the specific client. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Pershing Advisor Solutions LLC Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $412,236,024 - Discretionary: $401,171,963 - Non-discretionary: $11,064,061 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 112 | $71,850,571 | | High net worth individuals | 95 | $324,167,655 | | 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 | $12,710,528 | | Charitable organizations | 3 | $3,275,647 | | 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 | 1 | $231,623 | | Other | 0 | $0 | ### 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 - Pension consulting services ### Firm details - Registered since: 1984 (42 years) - Employees: 4 total, 4 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: WA - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - lakesideadvisors.com ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $335,730,642 | 4 | April 16, 2021 | | October 2022 | $380,388,828 | 4 | April 7, 2022 | | October 2023 | $346,889,831 | 4 | April 13, 2023 | | October 2024 | $375,650,853 | 4 | April 11, 2024 | | October 2025 | $385,273,146 | 4 | April 17, 2025 | | October 2026 | $412,236,024 | 4 | April 14, 2026 | Regulatory assets under management: $335,730,642 in the October 2021 data and $412,236,024 in the October 2026 data, up 23%. Total employees: 4 in October 2021 and 4 in October 2026. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lakeside Advisors Inc (CRD 104540): Form ADV filing data as of October 2026.