Lakeside Advisors Inc
SEC RegisteredAbout the firm
Lakeside Advisors, Inc. is an investment adviser registered with the Securities and Exchange Commission, incorporated on January 30, 1984, and established by Robert E. Frey, CFP to assist individuals with every aspect of financial planning. The firm primarily counsels individuals, while also serving pension and profit sharing plans, trusts, and corporations. Lakeside Advisors manages full discretion accounts, provides advice for limited discretion accounts, and offers counseling in retirement plans, college savings, insurance coverage, and tax and estate planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment portfolio management, retirement planning, college savings, insurance coverage, tax and estate planning, full discretion account management, and advice for limited discretion accounts.
Who they serve
Primarily individuals, as well as pension and profit sharing plans, trusts, and corporations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 112 | $72M |
| High Net Worth Individuals | 95 | $324M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $13M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of April 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lakeside Advisors Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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