# LAKE WATER ADVISORY, LLC

LAKE WATER ADVISORY, LLC of SARASOTA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 327854
- Type: SEC-registered investment adviser
- SEC file number: 801-128886
- Location: 3001 FOUNDERS CLUB DRIVE, SARASOTA, FL, 34240
- Phone: (941) 587-1466
- Latest filing: 2026-07-06
- Regulatory AUM: $82.6M
- Discretionary AUM: $59.0M
- Non-discretionary AUM: $23.6M
- Clients: 3
- Accounts: 148

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Gerard Bennett | FOUNDER AND CHIEF COMPLIANCE OFFICER | — |
| BENNETT MATTHEW GERARD | FOUNDER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327854/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327854/similar
- Related entities: https://search.stillhousedata.com/firm/327854/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327854

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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.