# Brian Malizia

> Brian Malizia 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.

Page: https://find.wellspent.co/advisors/brian-malizia/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lakeshore Capital Group
- **Based in:** Rolling Meadows, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $181.5M across 637 accounts
- **CRD:** 5167321 (https://adviserinfo.sec.gov/individual/summary/5167321)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 63 (2007), Series 66 (2016)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://thelakeshorecapitalgroup.com/

## Frequently asked questions

### Is Brian Malizia a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian 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 Brian charge for financial advice?

Brian's firm, Lakeshore Capital Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brian Malizia based?

Brian Malizia is based in Rolling Meadows, Illinois.

### Is Brian Malizia registered with the SEC?

Yes. Brian Malizia is registered as an investment adviser representative in IL and TX (CRD 5167321), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lakeshore Capital Group manage?

Lakeshore Capital Group reports $181.5M across 637 accounts in assets under management.

### How do I contact Brian Malizia?

Through Brian's website, thelakeshorecapitalgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5167321): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.