LODESTONE CAPITAL SOLUTIONS LLC

Overview

Lodestone Capital Solutions LLC is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm combines adviser services with brokerage activities — it is active as a real estate broker and an insurance broker — and lists financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting among its advisory capabilities. Lodestone charges clients on a percentage-of-assets basis and also uses hourly billing for some engagements. The firm does not identify as an active ESG investor and is not described as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices