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
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.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.