# North Shore Investment Advisors, LLC

> North Shore Investment Advisors, LLC is a state-registered investment advisory firm in Neenah, WI, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 168208
- Filed as: NORTH SHORE INVESTMENT ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Neenah, WI
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168208
- AdvisorCensus page: https://advisorcensus.com/firm/north-shore-investment-advisors-llc-neenah-wi-168208

## Quick answers

**How is North Shore Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), North Shore Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Where is North Shore Investment Advisors, LLC located?**
North Shore Investment Advisors, LLC's principal office is in Neenah, WI, according to its Form ADV.

**Is North Shore Investment Advisors, LLC registered with the SEC or a state?**
North Shore Investment Advisors, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168208.

**How much does North Shore Investment Advisors, LLC manage?**
North Shore Investment Advisors, LLC reports $18,000,000 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary).

**What types of clients does North Shore Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (44).

**Does North Shore Investment Advisors, LLC 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/168208

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $18,000,000
- Discretionary: $18,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 44 | $18,000,000 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- northshoreinvest.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. North Shore Investment Advisors, LLC (CRD 168208): Form ADV filing data as of October 2026.