Overview
Assets Under Management: $181 million
Headquarters: ROLLING MEADOWS, IL
High-Net-Worth Clients: 49
Average Client Assets: $2.0 million
Frequently Asked Questions
LAKESHORE CAPITAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325609), LAKESHORE CAPITAL GROUP, INC. is subject to fiduciary duty under federal law.
LAKESHORE CAPITAL GROUP, INC. is headquartered in ROLLING MEADOWS, IL.
LAKESHORE CAPITAL GROUP, INC. serves 49 high-net-worth clients according to their SEC filing dated January 21, 2026. View client details ↓
According to their SEC Form ADV, LAKESHORE CAPITAL GROUP, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
LAKESHORE CAPITAL GROUP, INC. manages $181 million in client assets according to their SEC filing dated January 21, 2026.
According to their SEC Form ADV, LAKESHORE CAPITAL GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.69%
Average Client Assets: $2.0 million
Total Client Accounts: 637
Discretionary Accounts: 599
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 325609
Filing ID: 2043349
Last Filing Date: 2026-01-21 14:31:33