# Lakeshore Capital Group, Inc.

> Lakeshore Capital Group, Inc. is an SEC-registered investment advisory firm in Rolling Meadows, IL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 325609
- Filed as: LAKESHORE CAPITAL GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rolling Meadows, IL
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325609
- AdvisorCensus page: https://advisorcensus.com/firm/lakeshore-capital-group-inc-rolling-meadows-il-325609

## Quick answers

**How is Lakeshore Capital Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Lakeshore Capital Group, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Lakeshore Capital Group, Inc.'s brochure say about its fees?**
Its Form ADV Part 2A brochure dated January 21, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lakeshore Capital Group, Inc. located?**
Lakeshore Capital Group, Inc.'s principal office is in Rolling Meadows, IL, according to its Form ADV.

**Is Lakeshore Capital Group, Inc. registered with the SEC or a state?**
Lakeshore Capital Group, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325609.

**How much does Lakeshore Capital Group, Inc. manage?**
Lakeshore Capital Group, Inc. reports $181,453,801 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (95% discretionary).

**How have Lakeshore Capital Group, Inc.'s assets and staff changed since 2023?**
In the Form ADV data for Lakeshore Capital Group, Inc.: Regulatory assets under management: $114,675,368 in the October 2023 data and $181,453,801 in the October 2026 data, up 58%. Total employees: 4 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lakeshore Capital Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (181); high net worth individuals (49).

**Which custodians does Lakeshore Capital Group, Inc. use?**
Lakeshore Capital Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Lakeshore Capital Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325609

**Does Lakeshore Capital Group, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated January 21, 2026 says: "Lakeshore Capital does not have a minimum asset requirement open and maintain an advisory account."

**What changed in Lakeshore Capital Group, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $153,199,620 to $181,453,801 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 21, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> For portfolio management services, Lakeshore Capital charges an annual fee of up to 1.50% of assets under management. Fees are payable quarterly in advance, and are based on the value of the assets

- Account minimum: None

> Lakeshore Capital does not have a minimum asset requirement open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $181,453,801
- Discretionary: $172,104,826
- Non-discretionary: $9,348,975

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 181 | $84,034,445 |
| High net worth individuals | 49 | $97,419,356 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thelakeshorecapitalgroup.com
- Facebook @LakeshoreCapital
- LinkedIn @27200856
- X @TheLakeshoreCap

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $114,675,368 | 4 | July 12, 2023 |
| October 2024 | $124,020,595 | 3 | January 22, 2024 |
| October 2025 | $153,199,620 | 3 | May 22, 2025 |
| October 2026 | $181,453,801 | 3 | January 21, 2026 |

Regulatory assets under management: $114,675,368 in the October 2023 data and $181,453,801 in the October 2026 data, up 58%.
Total employees: 4 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $153,199,620 to $181,453,801 (+18%).

### December 2025
- Registered or notice-filed in WI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lakeshore Capital Group, Inc. (CRD 325609): Form ADV filing data as of October 2026.