# LAKESIDE ADVISORS INC

LAKESIDE ADVISORS INC of SEATTLE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 104540
- Type: SEC-registered investment adviser
- SEC file number: 801-21230
- Location: 1115 EAST DENNY WAY, SEATTLE, WA, 98122-2427
- Phone: 206-285-1730
- Latest filing: 2026-04-14
- Regulatory AUM: $412.2M
- Discretionary AUM: $401.2M
- Non-discretionary AUM: $11.1M
- Clients: 4
- Accounts: 517

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Robert Everett Frey | PRESIDENT / CHIEF COMPLIANCE OFFICER / TREASURER | — |
| Kristi Ann Mandt | VICE PRESIDENT / SECRETARY | — |
| Miki Okamoto-Swanson | VICE PRESIDENT | — |
| FREY ROBERT EVERETT | PRESIDENT; PRESIDENT / CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF COMPLIANCE OFFICER / TREASURER | — |
| HIGHTOWER SHELLEY ELIZABETH | VICE PRESIDENT | — |
| ANCICH JOHN MARK | VICE PRESIDENT | — |
| MANDT KRISTI ANN | VICE PRESIDENT; VICE PRESIDENT / SECRETARY | — |
| MILLIKIN KURTIS ALAN | VICE PRESIDENT | — |
| OKAMOTO-SWANSON MIKI | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104540/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104540/similar
- Related entities: https://search.stillhousedata.com/firm/104540/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104540

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.