North Star Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beachwood, OH. Its latest Form ADV filing, dated March 19, 2026, reports $289M in regulatory assets under management, 7 employees, and 487 accounts.
Assets Under Management
$289M
Employees
7
Offices
--
Total Clients
484
Primary office
BEACHWOOD, OH
2000 AUBURN DRIVE, SUITE 415, BEACHWOOD, OH, United States
Top client segmentIndividuals represent 76.9% of total clients.
Top client categories% of clientsClients
1
Individuals
76.9%
372
2
HNWI
13.8%
67
3
Pension Plans
8.9%
43
4
Charitable
0.2%
1
5
Corporations
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$289Mas of March 19, 2026
Discretionary87.9%
$254M
88% of total RAUM87.9%
Non-discretionary12.1%
$35M
12% of total RAUM12.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$289M
Total Accounts487
10Y AUM Change+$164M (+130.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee69:1
10Y Employee Change+2 (+40.0%)
* 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.