Lakeside Wealth Management, based in Chesterton, Ind., has joined registered investment adviser CAPTRUST Financial Advisors.
The Lakeside team brings to CAPTRUST $1.6 billion in assets under advisement (AUA) and 27 employees, increasing CAPTRUST’s nationwide headcount to more than 700. CAPTRUST now also has more than $390 billion in AUA and $45 billion in assets under management.
Lakeside provides retirement plan design, investment management, and participant education for institutions, as well as financial planning, retirement goal setting, and legacy planning for wealth management clients. Founded in 2002 by CEO Mark Chamberlain, the firm is also led by Tim Rice, president, and senior leaders Chip Mang and Timothy VerSchure, who will all join CAPTRUST as principals.
