# North Shore Capital Group Investment Advisors, Inc

> North Shore Capital Group Investment Advisors, Inc is a state-registered investment advisory firm in Lake Forest, IL, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 309269
- Filed as: NORTH SHORE CAPITAL GROUP INVESTMENT ADVISORS, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Forest, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309269
- AdvisorCensus page: https://advisorcensus.com/firm/north-shore-capital-group-investment-advisors-inc-lake-forest-il-309269

## Quick answers

**How is North Shore Capital Group Investment Advisors, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), North Shore Capital Group Investment Advisors, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is North Shore Capital Group Investment Advisors, Inc located?**
North Shore Capital Group Investment Advisors, Inc's principal office is in Lake Forest, IL, according to its Form ADV.

**Is North Shore Capital Group Investment Advisors, Inc registered with the SEC or a state?**
North Shore Capital Group Investment Advisors, Inc is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309269.

**How much does North Shore Capital Group Investment Advisors, Inc manage?**
North Shore Capital Group Investment Advisors, Inc reports $38,056,826 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does North Shore Capital Group Investment Advisors, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (300); high net worth individuals (16).

**Does North Shore Capital Group Investment Advisors, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309269

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $38,056,826
- Discretionary: $38,056,826
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 300 | $24,271,674 |
| High net worth individuals | 16 | $13,785,152 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [nscg-ia.com](https://nscg-ia.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. North Shore Capital Group Investment Advisors, Inc (CRD 309269): Form ADV filing data as of October 2026.