Lakeshore Capital Group, Inc.
Firm details
- Headquarters
- Rolling Meadows, Illinois
- CRD number
- 325609
- Registered since
- May 3, 2023
- Website
- thelakeshorecapitalgroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI53.69%
- Individuals46.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lakeshore Capital Group, Inc. is an independent, SEC-registered advisory firm formed as a corporation and owned by an individual principal. The firm registers with the SEC (2023) and focuses on serving individual and family clients through financial planning and discretionary portfolio management for both personal and small-business or institutional accounts. Its fee model combines asset-based fees with fixed-fee engagements. Investment practice mixes public market strategies with targeted exposure to alternatives; the firm identifies itself as an active ESG investor. Lakeshore does not position itself as a capital allocator and is not designated as a multi-state adviser or pension consultant. It lists an accountant among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities32%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Brian Malizia
PresidentCRD 5167321
Christopher Barberini
Director of Wealth ManagementCRD 5969705
Alexander Arellano
Director of Tax and Financial PlanningCRD 2765640
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$79.4M in ETFs
81%
$64.6M
6%
$14.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $16.2M | 21,671 | 20.44% |
Location
Rolling Meadows, IL
Cook
Location
Rolling Meadows, IL
Headquartered in Rolling Meadows, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 1811 Hicks Rd
- Time zone
- CT (UTC-6)
- Office locations
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