Lakeview Investment Advisors, LLC

Lakeview Investment Advisors is a state-registered, fee‑only independent advisory firm that provides discretionary investment supervisory services to individuals, high‑net‑worth clients, trusts, small businesses, and charitable accounts. As of March 2026 it managed roughly $54.5 million across 27 client relationships and is not accepting new clients.

The firm constructs customized portfolios around a client‑selected asset allocation benchmark, emphasizing diversification and security selection using individual stocks, bonds, mutual funds and ETFs while generally excluding futures and options. Accounts are monitored on an ongoing basis, clients receive quarterly written reports and an investment commentary, and custody and trade execution are conducted through the firm’s chosen custodian platform.

Distinctively, Lakeview has an exclusive affiliation with another registered adviser that includes shared technology and operational infrastructure, reciprocal backup coverage, and a planned multi‑year migration in which select accounts may be sub‑advised under a time‑limited fee‑sharing arrangement; the firm also pays a fixed quarterly technology fee to the affiliate. That affiliation is central to Lakeview’s business continuity and succession planning and is disclosed to clients and managed through informed written consent for any joint‑client transitions.