Data / Investment advisers / Ohio / North Star Advisory Group, LLC
North Star Advisory Group, LLC, Beachwood, OH: $289 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
North Star Advisory Group, LLC is an SEC registered investment adviser with its main office in Beachwood, Ohio and reports $289 million in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch North Star Advisory Group, LLC (CRD number 171694): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 171694
- SEC file number
- 801-123132
- SEC status
- Approved, effective January 25, 2022
- Main office
- 2000 Auburn Drive Suite 415, Beachwood, OH 44122
- Phone
- (216) 202-0202
- Website
- nsag.com
- Regulatory AUM
- $289,101,553 in the Form ADV filed March 19, 2026
- Discretionary AUM
- $254,219,006
- Non discretionary AUM
- $34,882,547
- Accounts
- 487
- Employees
- 7, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 67 | $171.6 million |
| Individuals (other than high net worth individuals) | 372 | $81.7 million |
| Pension and profit sharing plans | 43 | $34.9 million |
| Corporations or other businesses | 1 | $560,850 |
| Charitable organizations | 1 | $357,075 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $289.1 million | March 19, 2026 |
| December 1, 2025 | $226.5 million | March 4, 2025 |
Other advisers in Beachwood
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| CM Wealth Advisors LLC | Beachwood | $3.60 billion | 30 | adviserinfo.sec.gov |
| Stratos Investment Management, LLC | Beachwood | $3.31 billion | Not listed | adviserinfo.sec.gov |
| Van Cleef Asset Management Inc | Beachwood | $1.21 billion | Not listed | adviserinfo.sec.gov |
| Winslow Asset Management Inc | Beachwood | $626.7 million | Not listed | adviserinfo.sec.gov |
| Adaptive Financial Consulting, LLC | Beachwood | $547.1 million | Not listed | adviserinfo.sec.gov |
| Shaker Investments | Beachwood | $258.8 million | 1 | adviserinfo.sec.gov |
| Newport Investment Advisors Inc | Beachwood | $198 million | Not listed | adviserinfo.sec.gov |
| Tidmore Retirement Planning Specialists | Beachwood | $112.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Beachwood, OH
- Investment advisers in Ohio
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- North Star Advisory Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.