CRD: 325609
Lakeshore Capital Group, Inc.
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- Custodian
- Capital Group ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-03-2023
- Office Locations
- 1
Office Locations
About Lakeshore Capital Group, Inc.
Lakeshore Capital Group, Inc. is a Rolling Meadows, IL registered investment adviser serving retail clients with investment management and financial planning, including portfolio construction, tax planning, and insurance solutions. Portfolios primarily use ETFs and mutual funds, with stated themes that include ESG/socially responsible investing and risk management. Reported custody includes Fidelity/NFS and the firm lists GeoWealth as a platform.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN JOSEPH MALIZIA
Chief Compliance Officer, President
- CRD
- #5167321
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ALEXANDER FELIX ARELLANO
--
- CRD
- #2765640
Christopher Andrew Barberini
Director of Wealth Management
- CRD
- #5969705
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,104,826 | $287,320 |
| Non-Discretionary | $9,348,975 | $246,026 |
| Total | $181,453,801 | $284,857 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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