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NORTH STAR ADVISORY GROUP, LLC

BEACHWOOD, OH · CRD 171694 · IAPD ↗ · nsag.com · 216-202-0202

$289.1MRegulatory AUM
5Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — NORTH STAR ADVISORY GROUP, LLC reported RAUM up 28% ($226.5M -> $289.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.