Lakeview Capital Partners, LLC

Lakeview Capital Partners, LLC (CRD# 165931) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,645,351,685 in 2,079 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,645
    MILLION
  • Total Number of Accounts
    2,079
    ACCOUNTS
  • Average Account Value
    $1,272,415
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CT, FL, GA, IL, LA, MA, MO, NC, NH, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Lakeview Capital Partners, LLC
Showing 1 - 10 of 17 top financial advisors.
1
James C. Bridges
CRD#: 5281882
1201 Peachtree Street Ne, Suite 1850, Atlanta, GA 30361
96
Wealthminder
score

James Bridges (CRD# 5281882) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has over 11 years of experience in the finance industry. James Bridges has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kyle W. Crawford
CRD#: 4565459
17 1/2 N. Lafayette Square, Lagrange, GA 30240
96
Wealthminder
score

Kyle Crawford (CRD# 4565459) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Lagrange, GA and has over 15 years of experience in the finance industry. Kyle Crawford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James P. Funk
CRD#: 4140260
1201 Peachtree Street Ne, Suite 1850, Atlanta, GA 30361
96
Wealthminder
score

James Funk (CRD# 4140260) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has over 18 years of experience in the finance industry. James Funk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Carolyn Larocco
CRD#: 1720792
1201 Peachtree Street Ne, Suite 1850, Atlanta, GA 30361
96
Wealthminder
score

Carolyn Larocco (CRD# 1720792) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has over 24 years of experience in the finance industry. Carolyn Larocco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Summer A. Roberts
CRD#: 4397627
1201 Peachtree Street Ne, Suite 1850, Atlanta, GA 30361
96
Wealthminder
score

Summer Roberts (CRD# 4397627) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has over 11 years of experience in the finance industry. Summer Roberts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
John T. Williams
CRD#: 4225657
1201 Peachtree Street Ne, Suite 1850, Atlanta, GA 30361
96
Wealthminder
score

John Williams (CRD# 4225657) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has over 17 years of experience in the finance industry. John Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Lester M. Brackley
CRD#: 3072884
1201 Peachtree Street Ne, Suite 1850, Atlanta, GA 30361
93
Wealthminder
score

Lester Brackley (CRD# 3072884) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.

8
William T. Grasty
CRD#: 3090316
1201 Peachtree Street Ne, Suite 1850, Atlanta, GA 30361
93
Wealthminder
score

William Grasty (CRD# 3090316) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.

9
Timothy K. McGukin
CRD#: 5163289
1201 Peachtree Street Ne, Suite 1850, Atlanta, GA 30361
93
Wealthminder
score

Timothy McGukin (CRD# 5163289) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has over 11 years of experience in the finance industry.

10
Christopher P. Spires
CRD#: 3135732
1201 Peachtree Street Ne, Suite 1850, Atlanta, GA 30361
93
Wealthminder
score

Christopher Spires (CRD# 3135732) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.

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