RIA Intel›Advisers›California›LAKESIDE NORTH CAPITAL ADVISORS, LLC

LAKESIDE NORTH CAPITAL ADVISORS, LLC

Advisory

CA

Data as of Jan 30, 2026 · Source: SEC Form ADV

Rank in CA

#5,180

of 5,480 advisers by AUM

Average account

$135K

across 14 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

14 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

WISE ASSET MANAGEMENT L.L.C.

$2M

WEBB CAPITAL PARTNERS, LLC

SAN FRANCISCO, CA

$2M

WONG, JIMMY SIU-YAN

$2M

STEBNICKI FINANCIAL PLANNING LLC

$2M

THE WEALTH MASTERY, LLC

$2M

QUEST INVESTMENT FIRM

$2M

Get the full picture on LAKESIDE NORTH CAPITAL ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LAKESIDE NORTH CAPITAL ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans