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North Star Advisory Group
North Star Advisory Group is an SEC-registered investment adviser in Beachwood, Ohio, registered since 2022. The firm manages $289 million in assets with 7...
North Star Advisory Group
North Star Advisory Group is an SEC-registered investment adviser in Beachwood, Ohio, registered since 2022. The firm manages $289 million in assets with 7 employees and 5 investment advisers. It oversees $254 million on a discretionary basis.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Beachwood
Corporate office
Beachwood, OH, United States
Sector focus
Frequently asked questions
How does North Star Advisory Group deliver investment management — proprietary funds or external coordination?
The firm describes itself as an objective planning provider that coordinates with other trusted professionals rather than operating its own in-house fund lineup. Client portfolios are viewed by asset allocation, style, and class on a consolidated platform, and performance is measured against a custom blended benchmark based on each portfolio's allocation — suggesting a reliance on external custodians or a managed-account infrastructure rather than a proprietary asset management business.
What types of clients does North Star Advisory Group serve?
North Star Advisory Group states it serves individuals and families alongside businesses. The firm's website highlights planning services, retirement plan design, and consolidation of client finances, which indicates a focus on family-level wealth management and small- to mid-sized business retirement-plan consulting.
Does North Star Advisory Group make direct private investments or fund commitments?
There is no public evidence that North Star Advisory Group allocates to private funds, venture capital, or direct co-investment opportunities. The firm's communications emphasize planning, coordination, and the management of asset allocations, without reference to institutional-style private-market deployment.
Where is the underlying wealth sourced from — is North Star Advisory Group tied to a specific founder or family?
The firm has not publicly disclosed a wealth origin or named a founding principal. It operates as a registered advisory practice in Beachwood, Ohio, without a public connection to a specific operating company or family legacy that generated its initial capital base.
What is the firm's closest structural analog — a single family office, an RIA, or a bank trust department?
North Star Advisory Group functions most like an independent registered investment advisory practice or a wealth management boutique that sits between a family office and a traditional financial-planning shop. It offers personal-CFO-style coordination across insurance, tax, and estate disciplines but stops short of the household-employee management, concierge services, or direct private-deal sourcing typical of a dedicated single family office.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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