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Lakeview Capital Management, LLC Employee Directory

Financial ServicesGeorgia, United States0-1 Employees

Lakeview Capital Management, LLC is a registered investment adviser based in Atlanta, Georgia, offering portfolio management and financial planning services, along with insurance products. The firm also provides estate and trust services through its in-house estate attorney, and it serves employers by offering 401(k) and 403(b) plans for both for-profit and non-profit organizations. Looking ahead, the company plans to expand its offerings to include personal and business tax services as well as property and casualty insurance. Positioned within the financial services industry, Lakeview Capital Management targets individuals and organizations seeking integrated financial, estate, and employee benefit solutions. The business operates from its Atlanta location and is described as a small practice focused on delivering a range of advisory and insurance-related services through a combined approach.

Find Lakeview Capital Management, LLC employees' phone numbers or email addresses

Lakeview Capital Management, LLC Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Lakeview Capital Management, LLC's Leadership

  • Stylized image of a person
    J. A.
    Chief Executive Officer And Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. T.
    Principal, Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. L.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. S.
    Client Relationship Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. D.
    Phone icon
    Mobile Phone

Lakeview Capital Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other
  • Business

Contact profiles from Lakeview Capital Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. A.
    Chief Executive Officer And Founder
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    C. T.
    Principal, Director Of Operations
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 23, 2024
  • Stylized image of a person
    L. L.
    Director Of Operations
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Oct 16, 2024
  • Stylized image of a person
    L. S.
    Client Relationship Specialist
    Phone icon
    Mobile Phone
    United StatesGeorgia
    May 29, 2025
  • Stylized image of a person
    D. D.
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 22, 2025

Frequently Asked Questions

What is Lakeview Capital Management, LLC known for?

Minus sign iconPlus sign iconLakeview Capital Management, LLC operates in the Financial Services industry. The company's main headquarters is located in 75 14th Street Suite 2150 Atlanta, Georgia 30309 United States; you can contact the main corporate office by phone at
+1-404-920-****
. Explore Lakeview Capital Management, LLC's company overview page for more information.

What is Lakeview Capital Management, LLC's most common email format?

Minus sign iconPlus sign iconLakeview Capital Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lakeview Capital Management, LLC email formats with LeadIQ.

How many employees does Lakeview Capital Management, LLC have currently?

Minus sign iconPlus sign iconLakeview Capital Management, LLC has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Lakeview Capital Management, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Lakeview Capital Management, LLC's key employees include:

  • Chief Executive Officer And Founder: J. A.
  • Principal, Director Of Operations: C. T.
  • Director Of Operations: L. L.
  • Client Relationship Specialist: L. S.
  • : D. D.

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