ROLLING MEADOWS, ILCRD 325609Latest ADV January 21, 2026
Lakeshore Capital Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Rolling Meadows, IL. Its latest Form ADV filing, dated January 21, 2026, reports $181M in regulatory assets under management, 3 employees, and 637 accounts.
Assets Under Management
$181M
Employees
3
Offices
--
Total Clients
230
Primary office
ROLLING MEADOWS, IL
1811 HICKS ROAD, ROLLING MEADOWS, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.7% of total clients.
Top client categories% of clientsClients
1
Individuals
78.7%
181
2
HNWI
21.3%
49
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$181Mas of January 21, 2026
Discretionary94.8%
$172M
95% of total RAUM94.8%
Non-discretionary5.2%
$9M
5% of total RAUM5.2%
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$181M
Total Accounts637
10Y AUM Change+$181M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee77:1
10Y Employee Change-1 (-25.0%)
* 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.