LAKE ROAD ADVISORS, LLC

LAKE ROAD ADVISORS, LLC of CORNING, NY is an SEC-registered investment adviser (CRD 281657). Regulatory assets under management: $98.8M.

Registration

• CRD: 281657
• SEC file number: 801-117338
• Type: Registered investment adviser
• Location: 5 EAST MARKET STREET, SUITE 229, CORNING, NY, 14830
• Phone: (607) 438-2914
• Latest filing: 2026-01-21
• Regulatory AUM: $98.8M
• Discretionary AUM: $91.9M
• Non-discretionary AUM: $6.8M
• Clients: 2
• Accounts: 137

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281657 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search