Lakeshore Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$80,159,610
Clients
101
Advisors
2
across 2 offices
About
Lakeshore Advisors provides discretionary portfolio management and integrated financial planning to individual and high‑net‑worth clients. The firm reports managing approximately $80.8 million for about 101 clients and typically documents each client’s goals and constraints in an Investment Policy Statement and model portfolio.
The firm’s investment approach is grounded in modern portfolio theory with a buy‑and‑hold, long‑term orientation, and Lakeshore generally monitors and rebalances accounts on a discretionary basis. Lakeshore also leverages third‑party solutions for part of client portfolios, recommending external asset managers and specialized programs such as direct indexing through Charles Schwab Investment Management and Vanguard Personalized Indexing, and sourcing alternative investments via the CAIS platform.
Distinctive features compared with many peers include a principal’s involvement as general partner in a series of private investment partnerships (Lullwater Partners), a relationship the firm discloses and manages as a potential conflict when recommending coinvestments or private funds. The brochure also discloses use of AI tools for analysis and meeting transcription (with an opt‑out for clients) and that financial planning is offered only as a bundled service with portfolio management rather than as a standalone offering.
Client services
Expertise
Fee options
$1 - $500,000: 1.50% $500,000 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Main office
See office238 N. Park Avenue
Winter Park FL 32789
Advisors at this office
1
Offices (2)
Most active in
Florida · North Carolina · Texas
Also doing business as
Lakeshore Advisors · Lakeshore Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Thomas B
CFP®
Charlotte, NC
Lakeshore Advisors
Thomas Bengtson is a CFP® professional at Lakeshore Advisors with one year of industry experience. Before joining Lakeshore Advisors in 2026, he held various roles at PNC Bank, Nike, Northwestern Mutual, and the Georgia Tech Innovation Enterprise Institute. Lakeshore Advisors provides discretionary portfolio management and integrated financial planning to individual and high-net-worth clients, using a buy-and-hold investment approach grounded in modern portfolio theory. The firm also incorporates third-party asset managers and alternative investments and manages approximately $80.8 million across about 101 clients.
John D
CFP®, Series 66
Winter Park, FL
Lakeshore Advisors
John Dewitt is a CFP® with seven years of industry experience, currently serving as a financial advisor at Lakeshore Advisors. His prior roles include positions at Pathstone, AllGen Financial Advisors, Stewardship Advisory Group, and Fidelity Investments. Outside of advisory work, he and his wife operate two Airbnb units on their property, with Dewitt occasionally adjusting pricing. Lakeshore Advisors provides discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients. The firm employs a modern portfolio theory-based investment approach with a long-term, buy-and-hold orientation and utilizes third-party asset managers and alternative investments in client portfolios.
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