Lakeshore Capital Group, Inc.
● SEC registered since 2023CRD 325609SEC# 801-127919Rolling Meadows, IL
Reg. AUM
$181.5M
Employees
3
Accounts
637
Location
Rolling Meadows, IL
Lakeshore Capital Group, Inc. assets under management
Lakeshore Capital Group, Inc. is an investment advisory firm registered with the SEC based in Rolling Meadows, IL. The firm has been registered since 2023. It reports $181.5 million in regulatory assets under management and employs 3 people.
Lakeshore Capital Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph Malizia Control | President/Cco | Over 75% | 2017 |
Frequently asked questions
How much does Lakeshore Capital Group, Inc. manage?
Lakeshore Capital Group, Inc. reports $181.5 million in regulatory assets under management on its Form ADV.
How many employees does Lakeshore Capital Group, Inc. have?
Lakeshore Capital Group, Inc. reports 3 employees.
Where is Lakeshore Capital Group, Inc. located?
Lakeshore Capital Group, Inc. is based in Rolling Meadows, IL and has been SEC-registered since 2023.
Does Lakeshore Capital Group, Inc. disclose fund performance?
Lakeshore Capital Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1811 Hicks Road, Rolling Meadows, IL 60008 |
| Phone | 847-701-0400 |
| Fax | 847-701-0132 |
| Office hours | 8:30 a.m. To 4:00 p.m. Cst |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$181.5M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$181.5Mregulatory AUM
Discretionary $172.1MNon-discretionary $9.3M