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LAKESHORE CAPITAL GROUP, INC.

ROLLING MEADOWS, IL · CRD 325609 · IAPD ↗ · 847-701-0400

$181.5MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — LAKESHORE CAPITAL GROUP, INC. notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — LAKESHORE CAPITAL GROUP, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2025 — LAKESHORE CAPITAL GROUP, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
March 2025 — LAKESHORE CAPITAL GROUP, INC. now reports custody of client assets ($100.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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