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LAKEWOOD ASSET MANAGEMENT, LLC
CRD 174887File 801-113632
APPROVED
Retail clients
Filing as of May 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$248.7M
Below cohort median (national)
Discretionary AUM
$228.7M
Non-discretionary $20.0M
Clients
156
365 accounts
Employees
5
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 19, 2018
- Principal office
- 225 W JEFFERSON AVENUE, SUITE 102, NAPERVILLE, IL, 60540
- Phone
- 312-543-1772
- Website
- HTTP://WWW.LAKEWOODASSET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $248.7M
- Discretionary AUM
- $228.7M
- Non-discretionary AUM
- $20.0M
- Discretionary accounts
- 355
- Non-discretionary accounts
- 10
- Total accounts
- 365
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.2M |
| High net worth individuals | 70 | $224.5M |
| Individuals (other than high net worth individuals) | 85 | $23.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.