Darrel Rolls
North Shore Capital Group Investment Advisors · Lake Forest, Illinois
Darrel Rolls is a fee-only financial advisor at North Shore Capital Group Investment Advisors in Lake Forest, Illinois. Darrel focuses on estate & legacy planning and tax planning. North Shore Capital Group Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | North Shore Capital Group Investment Advisors |
|---|---|
| Based in | Lake Forest, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $38.1M across 481 accounts |
| SEC registration | Investment adviser representative in IL, TX, WI · CRD 6730133 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | nscg-ia.com |
How Darrel's firm compares
- North Shore Capital Group Investment Advisors's average account is about $79,000, from its Form ADV (assets managed divided by 481 accounts).
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Questions about Darrel
Is Darrel Rolls a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Darrel holds no broker registration, and North Shore Capital Group Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Darrel charge for financial advice?
Darrel's firm, North Shore Capital Group Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Darrel Rolls based?
Darrel Rolls is based in Lake Forest, Illinois.
What does Darrel specialize in?
Darrel's specialties include estate & legacy planning and tax planning.
Is Darrel Rolls registered with the SEC?
Yes. Darrel Rolls is registered as an investment adviser representative in IL, TX and WI (CRD 6730133), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does North Shore Capital Group Investment Advisors manage?
North Shore Capital Group Investment Advisors reports $38.1M across 481 accounts in assets under management.
How do I contact Darrel Rolls?
Through Darrel's website, nscg-ia.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
- North Shore Capital Group Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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