Lakeshore Capital Group, Inc.
Lakeshore Capital Group, Inc. is a registered investment advisor headquartered in Rolling Meadows, Illinois. The firm manages portfolios primarily for individuals, including both high net worth and other individuals. As of May 2025, the firm oversees about $153.2 million in assets and employs 3 employees, of whom the majority serve as investment professionals. Lakeshore Capital Group, Inc. is regulated by the SEC and operates primarily within the United States, offering services tailored for tax reduction and holistic portfolio management for personal investors. Founded in 2011, the firm aims to provide fiduciary guidance and comprehensive wealth management solutions.
Investment Strategy
Lakeshore Capital Group, Inc. employs a primarily discretionary management approach, building diversified portfolios for individual investors that frequently utilize ETFs and public equities. Their strategy focuses on balancing risk and return with an emphasis on tax reduction and optimizing after-tax outcomes. The portfolio includes both broad-market ETFs and blue-chip stocks, and the firm works directly with clients to align investment allocations with long-term financial planning goals. Their approach is fiduciary, client-focused, and aims for personalized financial solutions.
Top Holdings
Equity Positions (79)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 11.79% | $14.6M | 21,815 | $562.79 | $669.30 | +$882.7K |
Q QQQ | INVESCO QQQ TR | 8.21% | $10.2M | 16,933 | $514.61 | $600.37 | +$890.0K |
G GARP | ISHARES TR | 5.39% | $6.7M | 101,690 | $65.33 | $65.64 | +$6.3M |
F FCOR | FIDELITY MERRIMACK STR TR | 3.98% | $4.9M | 102,753 | $47.06 | $48.00 | +$521.5K |
B BAB | INVESCO EXCH TRADED FD TR II | 2.56% | $3.2M | 116,065 | $26.68 | $27.29 | -$109.2K |