Lakeview Capital Partners, LLC Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Lakeview Capital Partners is an innovative wealth management firm committed to evolving the space and setting the new standard in investment strategies and client collaboration. Owned and operated by experienced wealth advisors dedicated to their fiduciary responsibilities, Lakeview is driven by transparency and communication, stripping away the guesswork while providing tailored advice with clarity to those we serve. We are here to help manage the risks of accruing and preserving wealth in a way that goes well beyond the numbers. At Lakeview, we’re in this for life -- together.

Lakeview Capital is built on a foundation of community, connections, and innovation. Guided by the well-being of our clients and advisors, we have created a firm inviting to both, with a dynamic culture and sophisticated infrastructure.

Lakeview is advisor-owned, with each of them fundamentally involved in the firm’s direction and decision-making, all the while retaining their independence to provide personal, customized service.

This commitment to the human element is matched by our innovative investing platform, which allows for increased maneuverability and adaptability within the space. By setting the new standard in wealth management, we remove systemic obstacles that hinder the advisor-client relationship and provide a clear, quiet path where our clients are heard and provide a clear, quiet path where our clients are heard and provided with the advice they deserve.

Securities offered through SA Stone Wealth Management, Inc, member FINRA and SIPC. Advisory services provided through Lakeview Capital Partners, LLC (“LCP”). LCP is not affiliated with SA Stone Wealth Management. LCP is a registered investment adviser. More information about the firm can be found in its Form ADV Part 2, which is available upon request by calling 404-841-2224 or by emailing info@lcpwealth.com.
https://www.sipc.com
https://www.brokercheck.com

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

Lakeview Capital Partners, LLC Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Lakeview Capital Partners, LLC's Leadership

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    S. W.
    Founder
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    J. H.
    Co-Founder
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    M. P.
    Director Of HR & Marketing
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    R. S.
    Managing Director
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    R. S.
    Cfp® And Managing Director
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    M.
    Manager
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    A. C.
    Senior Financial Analyst
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    J. S.
    Of Counsel
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Lakeview Capital Partners, LLC Employee Metrics

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50%
0%
2026
2025
2024
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Lakeview Capital Partners, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. W.
    Founder
    Phone icon
    United StatesGeorgia
    Jun 05, 2025
  • Stylized image of a person
    J. H.
    Co-Founder
    Phone icon
    United StatesPennsylvania
    Oct 22, 2024
  • Stylized image of a person
    M. P.
    Director Of HR & Marketing
    Phone icon
    United StatesPennsylvania
    Oct 16, 2024
  • Stylized image of a person
    R. S.
    Managing Director
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    R. S.
    Cfp® And Managing Director
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    M.
    Manager
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    Oct 18, 2024
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    A. C.
    Senior Financial Analyst
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    UNITED STATES
    Mar 08, 2023
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    J. S.
    Of Counsel
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    United StatesMichigan
    Oct 18, 2025
  • Stylized image of a person
    L. D.
    General Counsel
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    United StatesMichigan
    Jul 28, 2024
  • Stylized image of a person
    C. B.
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Lakeview Capital Partners, LLC known for?

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Lakeview Capital Partners, LLC was founded in 2013 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Lakeview Capital Partners, LLC's company overview page for more information.

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

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

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

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Lakeview Capital Partners, LLC has approximately 2 employees as of January 2026. These team members are located across 1 continents, including North America.

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

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As of January 2026, Lakeview Capital Partners, LLC's key employees include:

  • Founder: S. W.
  • Co-Founder: J. H.
  • Director Of HR & Marketing: M. P.
  • Managing Director: R. S.
  • Cfp® And Managing Director: R. S.

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