Be advised. This firm is no longer registered.

Lakeshore Capital, LLC

Lakeshore Capital, LLC (CRD# 131828) is a financial advisory firm headquartered in Birmingham, AL. They manage $37,724,854 in 111 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $339,864
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, TX

Financial Advisors at Lakeshore Capital, LLC
No Advisor Found.
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