SourcingSourcing

NORTH SHORE INVESTMENT CONSULTING LLC

B54
CRD 131763·SEC 801-118847·WILMETTE, IL
AUM
$170.5M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$512K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NORTH SHORE INVESTMENT CONSULTING LLC
CRD
131763
SEC file #
801-118847
EIN
—
DBA names
—

Economics

AUM
$170.5M
AUM band
$100M-$500M
AUM trajectory
'21'26
$127.4M → $170.5M▲ +34%
Client mix
Individuals Other102
Pension Profit Sharing Plans1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'21'26
1 advisors → 1 advisors▬ 0%
Primary office
WILMETTE IL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/27/2026
ADV-W filed at
—
Website
nsinv.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SMITH, DARLENE, ANN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SMITH, DARLENE, ANN
SMITH, JEFFREY, ROBERT
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NSINV.COM
Rdap Domain Creation Date
2004-05-31T02:28:29Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5726
Soi Zip Pct 200k Plus
0.3968
Soi Zip Returns 200k Plus
5,190
Soi Zip Total AGI
4,659,315
Fdic Zip Total Deposits
46,956,714,000
Fdic Zip Branch Count
390
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
North Shore Community Bank & Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
Edens BankWilmette, IL
Edens BankWilmette, IL
Fdic Zip HHI
976.42
Fdic Zip Top Bank Share Pct
20.46
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-31T02:28:29Z
Rdap Domain Last Changed
2026-05-02T04:06:19Z
Rdap Nameservers
Ns3.homestead.comNs4.homestead.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI24,292
Returns2,660
Stub 2
AGI41,325
Returns1,130
Stub 3
AGI59,053
Returns950
Soi Zip Total Business Income
132,706
Soi Zip Total Cap Gains
757,709
Soi Zip Total Dividends
269,103
Soi Zip Total Returns
13,080
Top Owner CRD
7634471
Trust Company Affiliate
No

People (2)

2
SMITH, JEFFREY, ROBERT
IAR · Direct Owner · 62.5%
1750020
SMITH, DARLENE, ANN
Direct Owner · 62.5%
7634471