# North Star Advisory Group, LLC

> North Star Advisory Group, LLC is an SEC-registered investment advisory firm in Beachwood, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 171694
- Filed as: NORTH STAR ADVISORY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beachwood, OH
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171694
- AdvisorCensus page: https://advisorcensus.com/firm/north-star-advisory-group-llc-beachwood-oh-171694

## Quick answers

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

**Where is North Star Advisory Group, LLC located?**
North Star Advisory Group, LLC's principal office is in Beachwood, OH, according to its Form ADV.

**Is North Star Advisory Group, LLC registered with the SEC or a state?**
North Star Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 171694.

**How much does North Star Advisory Group, LLC manage?**
North Star Advisory Group, LLC reports $289,101,553 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (88% discretionary).

**How have North Star Advisory Group, LLC's assets and staff changed since 2022?**
In the Form ADV data for North Star Advisory Group, LLC: Regulatory assets under management: $151,378,823 in the October 2022 data and $289,101,553 in the October 2026 data, up 91%. Total employees: 5 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does North Star Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (372); high net worth individuals (67); pension and profit sharing plans (but not the plan participants or government pension plans) (43).

**Which custodians does North Star Advisory Group, LLC use?**
North Star Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Matrix Trust Company. as custodians holding 10% or more of its separately managed account assets.

**Does North Star Advisory Group, LLC 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/171694

**What changed in North Star Advisory Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $226,524,027 to $289,101,553 (+28%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Matrix Trust Company.

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: $289,101,553
- Discretionary: $254,219,006
- Non-discretionary: $34,882,547

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 372 | $81,674,506 |
| High net worth individuals | 67 | $171,626,575 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 43 | $34,882,547 |
| Charitable organizations | 1 | $357,075 |
| Corporations or other businesses not listed above | 1 | $560,850 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, MA, MI, NC, NH, OH, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nsag.com
- Facebook @NORTHSTARADVISORYGROUP
- LinkedIn @nsag

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $151,378,823 | 5 | June 29, 2022 |
| October 2023 | $151,674,712 | 6 | March 22, 2023 |
| October 2024 | $182,856,033 | 6 | March 14, 2024 |
| October 2025 | $226,524,027 | 6 | March 4, 2025 |
| October 2026 | $289,101,553 | 7 | March 19, 2026 |

Regulatory assets under management: $151,378,823 in the October 2022 data and $289,101,553 in the October 2026 data, up 91%.
Total employees: 5 in October 2022 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $226,524,027 to $289,101,553 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. North Star Advisory Group, LLC (CRD 171694): Form ADV filing data as of October 2026.