North Star Advisory Group, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 171694
- SEC number
- 801-123132
- Firm type
- RIA
- Assets under management
- $289.1M as of Mar 19, 2026
- Website
- www.nsag.com ↗
- Phone
- 216-202-0202
- Address
- 2000 Auburn Drive, Beachwood, OH, 44122
Advisors at this firm
6 in our index · page 1 of 1
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Brian Mitchell DuffieldCRD 7341785 · Beachwood, OHIA Registered
-
Mark KangasCRD 4545075 · Beachwood, OHIA Registered
-
Erik Shannon KeisterCRD 4692161 · Beachwood, OHIA Registered
-
Forrest Duncan KuchlingCRD 7392344 · Beachwood, OHIA Registered
-
Nicholas Isaac SternCRD 7837703 · Beachwood, OHIA Registered
-
Rachel M SmylieCRD 7611511 · Beachwood, OHIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 171694 ↗
FINRA BrokerCheck record for firm CRD 171694 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.