Lakewealth Capital, LLC.

Lakewealth Capital provides discretionary investment management and related advisory services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. The firm manages separate accounts and sub‑advised (SMA) arrangements and also conducts occasional impersonal seminars and workshops on financial planning and asset management.

The firm’s investment approach emphasizes factor‑driven, quantitative value, and special‑situation stock selection combined with tactical asset allocation and adaptive hedging; portfolios are described as holding roughly 100 stocks with about a 65% equity allocation and 35% in lower‑volatility securities or cash, adjusted to client risk profiles. Management is model‑driven and discretionary—accounts are allocated to one or more investment models rather than bespoke security lists—and the firm may adjust equity exposure materially (including increasing to full equity after large market declines) or use futures/short ETF hedges depending on market conditions.

Distinctive aspects disclosed in the brochure include working with charitable organizations and corporate or institutional clients through SMA and sub‑advisor arrangements—client types less common among peers—and offering public educational programs (seminars and workshops). The firm also highlights substantial in‑house quantitative research and systems development (factor discovery, adaptive allocation, and market‑cycle analysis) and requires clients to maintain custody at Interactive Brokers to support the firm’s execution, technology and operational processes.