Lakeshore Capital Group, Inc.
Lakeshore Capital Group, Inc. is an SEC-registered mass-market adviser in Rolling Meadows, IL with $181.5M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Lakeshore Capital Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325609, SEC 801-127919, data through 2026-01-21.
- AUM (assets under management / regulatory AUM)
- $181.5M (2026-01-21)
- Firm type
- Mass-Market Adviser
- Location
- Rolling Meadows, IL
- Employees
- 3
- Clients
- 230
- CRD
- 325609
- Ownership
- MALIZIA, BRIAN, JOSEPH
How much AUM does Lakeshore Capital Group, Inc. have?
Lakeshore Capital Group, Inc. reported $181.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-21).
Who owns Lakeshore Capital Group, Inc.?
Disclosed owners and executives of Lakeshore Capital Group, Inc. include MALIZIA, BRIAN, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.