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LAKESIDE ADVISORS INC
CRD 104540File 801-21230
APPROVED
Retail clients
Filing as of Apr 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$412.2M
Below cohort median (national)
Discretionary AUM
$401.2M
Non-discretionary $11.1M
Clients
213
517 accounts
Employees
4
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 10, 1984
- Principal office
- 1115 EAST DENNY WAY, SEATTLE, WA, 98122-2427
- Phone
- 206-285-1730
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $412.2M
- Discretionary AUM
- $401.2M
- Non-discretionary AUM
- $11.1M
- Discretionary accounts
- 516
- Non-discretionary accounts
- 1
- Total accounts
- 517
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $232K |
| Charitable organizations | Fewer than 5 | $3.3M |
| High net worth individuals | 95 | $324.2M |
| Pension and profit sharing plans | Fewer than 5 | $12.7M |
| Individuals (other than high net worth individuals) | 112 | $71.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 224 | 213 | decreased by11 |
| May 1, 2026 | AUM | $385,273,146 | $412,236,024 | increased by$26,962,878 |
| May 1, 2026 | Accounts | 536 | 517 | decreased by19 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 256 | 224 | decreased by32 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $380,388,828 | $385,273,146 | increased by$4,884,318 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 642 | 536 | decreased by106 |
| May 1, 2022 | Clients | 247 | 256 | increased by9 |
| May 1, 2022 | AUM | $335,730,642 | $380,388,828 | increased by$44,658,186 |
| May 1, 2022 | Accounts | 605 | 642 | increased by37 |
| May 1, 2021 | Clients | 193 | 247 | increased by54 |
| May 1, 2021 | AUM | $269,905,129 | $335,730,642 | increased by$65,825,513 |
| May 1, 2021 | Accounts | 441 | 605 | increased by164 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LAKESIDE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LAKESIDE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.