Brian Malizia
Lakeshore Capital Group · Rolling Meadows, Illinois
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.
Request an introduction to Brian →
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, TX · CRD 5167321 |
| Exams passed | Series 63 (2007) · Series 66 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | thelakeshorecapitalgroup.com |
| Profile |
How Brian's firm compares
- Lakeshore Capital Group's average account is about $285,000, from its Form ADV (assets managed divided by 637 accounts).
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brian
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.
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.
See something wrong? Request a correction. Read our methodology.