Lakeshore Capital Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lakeshore Capital Group, Inc. provides financial planning and discretionary portfolio management to individuals — including both high‑net‑worth and non‑HNW clients — as well as trusts, estates, retirement plans, charitable organizations, and business entities. Its advisory services include comprehensive planning (cash flow, tax, retirement, insurance, education, and estate analysis) and implementation of investment strategies either directly or through model portfolios and sub‑advisers.
The firm tailors asset allocations to each client’s objectives and risk tolerance and develops in‑house models using both fundamental and technical analysis while also deploying third‑party model providers and sub‑advisers for trading and back‑office support. Portfolios may include a broad range of instruments — equities, ETFs, mutual funds, fixed income, alternatives and more complex products (including structured notes, leveraged/inverse funds, and cryptocurrency exposure where appropriate) — and accounts are managed on a discretionary basis with periodic reviews.
Distinctive for a small advisory firm, Lakeshore Capital is affiliated through common ownership with an accounting firm (Lakeshore Tax Consulting Group, Inc.) and may receive direct or indirect compensation when clients obtain accounting services from that affiliate, though clients are not required to use the affiliate. Several associated persons are also licensed insurance agents who may offer commissionable insurance products; the firm discloses these relationships and maintains policies (including crediting financial planning fees if a client moves to ongoing portfolio management) to address the resulting conflicts.
Client services
Expertise
Fee options
Up to $20,000 for financial planning services
up to 1.50% annually
Commissions earned by dually licensed insurance agents for insurance product sales, separate from advisory fees
Main office
1811 Hicks Road
Rolling Meadows IL 60008
Advisors at this office
3
Most active in
Florida · Illinois · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Brian M
Series 63, Series 66
Rolling Meadows, IL
Lakeshore Capital Group, Inc.
Brian Malizia is a financial advisor at Lakeshore Capital Group, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. In addition to his advisory role, he is president and owner of Lakeshore Tax Consulting, a tax preparation business. Lakeshore Capital Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers comprehensive planning and tailored investment strategies that utilize a combination of in-house models, third-party providers, and a broad range of investment products.
Christopher B
Series 66
Rolling Meadows, IL
Lakeshore Capital Group, Inc.
Christopher Barberini is a financial advisor at Lakeshore Capital Group, Inc. with 14 years of industry experience. He holds a Series 66 designation and has previously worked at J.W. Cole Advisors, INC., Global Financial Private Capital LLC, and Horner Tax Advisory Group. Outside of advisory work, he provides tax preparation and consultation services as an independent contractor. Lakeshore Capital Group, Inc. offers financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to create tailored asset allocations across various investment types and incorporates both in-house and third-party model portfolios.
Alexander A
Series 63, Series 65, Series 66
Rolling Meadows, IL
Lakeshore Capital Group, Inc.
Alexander Arellano is a financial advisor at Lakeshore Capital Group, Inc. with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and serves as Director of Tax and Financial Planning at Lakeshore Tax Consulting Group, Inc., where he manages tax preparation tasks. His work history includes roles at Commonwealth Financial Network and Clean Slate Bookkeeping and Tax. Lakeshore Capital Group, Inc. is an SEC-registered investment adviser that provides financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers services including tax analysis, retirement and estate planning, insurance analysis, and education savings planning, utilizing both fundamental and technical analysis to tailor asset allocations to client objectives and risk tolerance.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")