Investment adviser · CRD 327854
LAKE WATER ADVISORY, LLC
Investment adviser filing (IA)
LAKE WATER CAPITAL, LLC
· Form ADV filed Jan 21, 2025
- Regulatory AUM
- $40M Form ADV · Item 5.F
- Client accounts
- 167 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 17 | $17,109,280 | 42.8% |
| Individuals | 75 | $17,045,000 | 42.6% |
| High-net-worth individuals | 10 | $5,850,000 | 14.6% |
Filing source
Form ADV 1926492 · Jan 21, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 21, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
CRD 327854
Filing source
Form ADV 1926492 · Jan 21, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.