Lakeview Capital Partners, LLC is a large advisory firm based in Atlanta. It manages $2.81 billion of regulatory assets for 2,259 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, California, Connecticut, and 14 other states.
Lakeview Capital Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and institutional investment consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lakeview Capital Partners, LLC is $2.81 billion. The firm's AUM has grown by 2162% since the beginning of its operation, and $627.61 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Lakeview Capital Partners, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Lakeview Capital Partners is charitable organizations with 15 clients and $1.47 billion of assets under management. Among the 12 most similar advisory firms, Lakeview Capital Partners has the highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $2.81 billion for 864 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Lakeview Capital Partners doesn't advise any private funds.
The company employs 26 people that are either part- or full-time employees. 73 percent of the employees work as investment advisers or researchers. 17 employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Adrian Evon Chastain joined the executive team most recently as the Chief Operating Officer.
The principal office where Lakeview Capital Partners, LLC performs its advisory services is located at 1201 Peachtree Street Ne, Atlanta, GA 30361, which is also the mailing address of the firm. An additional office of the firm is in Lagrange, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-841-2224 or by fax 404-343-2651. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at parallelfinancial.com.