Alexander Arellano
Lakeshore Capital Group · Rolling Meadows, Illinois
Alexander Arellano is a fee-only financial advisor at Lakeshore Capital Group in Rolling Meadows, Illinois. Lakeshore Capital Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Lakeshore Capital Group |
|---|---|
| Based in | Rolling Meadows, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $181.5M across 637 accounts |
| SEC registration | Investment adviser representative in IL · CRD 2765640 |
| Exams passed | Series 63 (1996) · Series 65 (2006) · Series 66 (2022) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | thelakeshorecapitalgroup.com |
| Profile |
How Alexander's firm compares
- Lakeshore Capital Group's average account is about $285,000, from its Form ADV (assets managed divided by 637 accounts).
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Questions about Alexander
Is Alexander Arellano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Lakeshore Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexander charge for financial advice?
Alexander's firm, Lakeshore Capital Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Alexander Arellano based?
Alexander Arellano is based in Rolling Meadows, Illinois.
Is Alexander Arellano registered with the SEC?
Yes. Alexander Arellano is registered as an investment adviser representative in IL (CRD 2765640), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lakeshore Capital Group manage?
Lakeshore Capital Group reports $181.5M across 637 accounts in assets under management.
How do I contact Alexander Arellano?
Through Alexander's website, thelakeshorecapitalgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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