LAKEWOOD ASSET MANAGEMENT, LLC
SEC RegisteredA value-oriented investment firm that provides customized portfolio management tailored to individuals and families.
About the firm
Lakewood Asset Management is a value-oriented investment firm that provides customized portfolio management tailored to individuals and families. The firm invests with a value-driven approach targeting distinct opportunities across equities and bonds, constructing portfolios designed to endure across full market cycles.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized portfolio management across equities and bonds, designed to compound capital and endure across full market cycles.
Who they serve
Individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 85 | $23M |
| High Net Worth Individuals | 70 | $224M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 24, 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. LAKEWOOD ASSET MANAGEMENT, LLC 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.
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