WILMETTE, ILCRD 131763Latest ADV February 27, 2026
North Shore Investment Consulting LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilmette, IL. Its latest Form ADV filing, dated February 27, 2026, reports $171M in regulatory assets under management, 1 employee, and 300 accounts.
Assets Under Management
$171M
Employees
1
Offices
--
Total Clients
103
Primary office
WILMETTE, IL
1150 WILMETTE AVENUE, SUITE E, WILMETTE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.0% of total clients.
Top client categories% of clientsClients
1
Individuals
99.0%
102
2
Pension Plans
1.0%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$171Mas of February 27, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$171M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$171M
Total Accounts300
10Y AUM Change+$43M (+33.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee103:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.