North Shore Capital Group Investment Advisors, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Up to 2.00% annually, negotiable based on factors including complexity and asset level
Certain advisory persons earn commissions from insurance sales separate from advisory fees
Financial planning services at $300 per hour for clients without minimum assets or standalone engagements, negotiable
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
1 Westminster Place, 100 B
Lake Forest IL 60045
Advisors at this office
3
Most active in
Illinois · Texas · Wisconsin
Also doing business as
North Shore Capital Group Investment Advisors, Inc · North Shore Capital Group, Inc.
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Dustin D
Series 65
Lake Forest, IL
North Shore Capital Group Investment Advisors, Inc
Dustin Decker is a financial advisor at North Shore Capital Group Investment Advisors, Inc. He holds a Series 65 credential and has five years of experience in the industry. Prior to joining North Shore Capital Group in 2021, he spent 30 years at R.E. Decker PC. North Shore Capital Group Investment Advisors, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and estates, using diversified portfolios that include low-cost mutual funds, ETFs, individual stocks, bonds, REITs, and alternative investments. The firm serves approximately 316 clients with about $38 million in assets under management and follows a primarily long-term investment orientation while employing fundamental, technical, and cyclical analysis.
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.
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.
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