Lakewood Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naperville, IL. Its latest Form ADV filing, dated March 24, 2026, reports $249M in regulatory assets under management, 5 employees, 4 offices, and 365 accounts.
Assets Under Management
$249M
Employees
5
Offices
4 offices
Total Clients
156
Primary office
NAPERVILLE, IL
225 W JEFFERSON AVENUE, SUITE 102, NAPERVILLE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.5% of total clients.
Top client categories% of clientsClients
1
Individuals
54.5%
85
2
HNWI
44.9%
70
3
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$249Mas of March 24, 2026
Discretionary92.0%
$229M
92% of total RAUM92.0%
Non-discretionary8.0%
$20M
8% of total RAUM8.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$249M
Total Accounts365
10Y AUM Change+$108M (+77.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee31:1
10Y Employee Change-228 (-97.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.