# Lakewood Financial Group

Lakewood Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 339568
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339568

## About

Lakewood Financial Group, LLC is a state-registered investment adviser with $81 million in regulatory assets under management. The firm has 3 employees and 3 investment advisers. It operates with a small team.

## Questions

### Who owns or controls Lakewood Financial Group?

No individual or family name has been publicly associated with Lakewood Financial Group LLC. The firm is registered as a limited liability company in the United States, and its ownership structure is not disclosed in any public record.

### How large is Lakewood Financial Group in terms of assets?

Assets under management are not publicly disclosed. No estimate from any credible source exists, so the AUM is effectively undisclosed.

### Does Lakewood Financial Group make direct investments or only fund commitments?

The firm's investment activity is unknown. Without public deal announcements or regulatory filings, it is impossible to determine whether it makes direct investments, fund commitments, or follows a hybrid model.

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Last updated: 2026-07-06T01:24:19.979Z

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