← Tributary

LAKE WHILLANS CAPITAL PARTNERS LLC

PLANO, TX · CRD 287835 · IAPD ↗ · lakewhillans.com · (646) 389-1032

$311.9MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — LAKE WHILLANS CAPITAL PARTNERS LLC reported RAUM up 27% ($246.1M -> $311.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
December 2025 — LAKE WHILLANS CAPITAL PARTNERS LLC moved its main office from DALLAS, TX to PLANO, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
46
April 2025 — LAKE WHILLANS CAPITAL PARTNERS LLC reported RAUM up 31% ($187.3M -> $246.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.