# North Star Advisory Group

North Star Advisory Group is a Bank / Wealth / Trust based in Beachwood, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Beachwood, United States
- **Region:** North America
- **Address:** Beachwood, OH, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** nsag.com

## Regulatory record

- **CRD number:** 171694
- **SEC file number:** 801-123132
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171694

## About

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.

## Sectors

- Wealth Management

## Questions

### 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.

## Related profiles

- [Northstar](https://altss.com/profile/northstar)
- [Northstar Asset Management Company](https://altss.com/profile/northstar-asset-management-company)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/north-star-advisory-group

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