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North Shore Capital Group Investment Advisors, Inc

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Client assets under management

$38,056,826

Clients

316

5% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

105

Very High

Average account size

$120,433

About

North Shore Capital Group Investment Advisors, Inc. provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts and estates, constructing portfolios that commonly feature low‑cost mutual funds and ETFs alongside individual stocks, bonds, REITs and alternative investments. The firm serves a modest client base (roughly 316 clients) with about $38 million in assets under management and offers financial planning either as part of its managed relationships or on a standalone basis.

The adviser follows a primarily long‑term orientation while employing fundamental, technical and cyclical analysis to build diversified portfolios, rebalance allocations, and harvest gains or losses as appropriate; it conducts internal due diligence before selecting investments and exercises discretionary authority for ongoing portfolio supervision. NSCGIA may also use alternatives, options, and legacy positions to meet specific client objectives and will recommend rollover or retirement account strategies when considered in a client’s interest.

Distinctively for a firm of its size, NSCGIA is involved in sponsoring and advising affiliated private funds: an affiliated entity serves as general partner to those funds and the adviser may recommend these proprietary fund investments to eligible clients and manage related advisory relationships. The firm also discloses multiple affiliated business activities — including an affiliated insurance entity whose advisors receive commissions and a number of non‑advisory ventures — and addresses resulting conflicts through disclosures, its Code of Ethics, and client consent processes.

Client services

Financial planning Portfolio management

Expertise

Tax-loss harvesting Private / alternative investments Real estate investing

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Fee options

Percentage

Up to 2.00% annually, negotiable based on factors including complexity and asset level

Commissions

Certain advisory persons earn commissions from insurance sales separate from advisory fees

Project-based

Financial planning services at $300 per hour for clients without minimum assets or standalone engagements, negotiable

Other

Account minimum: $500,000 Fee-only: Investment management fees up to 2.00% annually, negotiable; Financial planning for clients under $500,000 or standalone charged hourly at $300/hour, negotiable

Main office location

North Shore Capital Group Investment Advisors, Inc

One Westminster Place, Suite 110 A

Lake Forest IL 60045, United States

Number of offices

1

Most active in

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

Advisors at this firm

user avatar

Dustin D

Series 65

Lake Forest, IL

North Shore Capital Group Investment Advisors, Inc

Dustin Decker is a financial advisor with North Shore Capital Group Investment Advisors, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining North Shore Capital Group in 2021, he was involved with R.E. Decker PC for 30 years. North Shore Capital Group Investment Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm constructs diversified portfolios using a range of investment vehicles and applies fundamental, technical, and cyclical analysis with a long-term orientation, tailoring portfolios to clients’ goals and risk tolerance.

Tax-loss harvesting Private / alternative investments Real estate investing
user avatar

Jonathan R

Series 63, Series 66

Lake Forest, IL

North Shore Capital Group Investment Advisors, Inc

Jonathan Rigoni is a financial advisor with North Shore Capital Group Investment Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. His prior experience includes roles at Cetera Advisor Networks LLC and Summit Financial Group. Outside of advisory work, he is involved as a member and insurance agent with North Shore Capital Group Insurance Solutions, LLC, and operates a golf business, NSCG Golf, LLC. North Shore Capital Group Investment Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm constructs diversified portfolios using a range of investment vehicles and employs fundamental, technical, and cyclical analysis with a long-term orientation, also sponsoring affiliated private funds through an affiliated general partner entity.

Tax-loss harvesting Private / alternative investments Real estate investing
user avatar

Darrel R

Series 65

Lake Forest, IL

North Shore Capital Group Investment Advisors, Inc

Darrel Rolls is a financial advisor at North Shore Capital Group Investment Advisors, Inc with four years of industry experience. He holds a Series 65 designation and has been with North Shore Capital Group since 2017. Outside of advisory work, he is the managing member of TabulaRasa Integrative Health Inc., a mental therapy practice. North Shore Capital Group Investment Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm constructs diversified portfolios using a range of investment vehicles and employs fundamental, technical, and cyclical analysis with a long-term orientation, tailoring strategies to each client’s goals and risk tolerance.

Tax-loss harvesting Private / alternative investments Real estate investing
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