Lonestar Registered Investment Advisors, LLC
Firm details
- Headquarters
- Lubbock, Texas
- CRD number
- 144200
- Registered since
- August 11, 2023
- Website
- 4lonestar.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals66.22%
- HNWI32.99%
- Charitable Organizations0.79%
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Lonestar Registered Investment Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm acts as a capital allocator for both individual & family and institutional clients, offering fee arrangements that include a percentage of AUM, hourly billing, fixed fees and other structures. Its advisory scope emphasizes financial planning and the selection of third-party advisers rather than concentrated proprietary product distribution. The firm is not flagged as an active ESG investor, and the snapshot indicates it is not designated as a multi-state adviser, though it maintains multiple physical locations (see Location & Offices). Lonestar is set up under domestic ownership and positions itself to blend discretionary portfolio management with financial-planning services and outsourced-manager selection.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities29%
- Other20%
Contacts
3 of 11
Mark Groom
Investment Advisor RepresentativeCRD 6696103

Timothy Brown
President & OwnerCRD 873782

Michael Byers
PresidentCRD 5383809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lubbock, TX
Lubbock
Location
Lubbock, TX
Headquartered in Lubbock, TX, anchoring the Lubbock-Plainview-Levelland, TX metro in the South.
- Metro area
- Lubbock-Plainview-Levelland, TX
- Region
- South
- County
- Lubbock
- Address
- 10210 Frankford Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Mcdonald Capital Management
RIALubbock, TX
Bonner & Smith, LLC
RIALubbock, TX
Amicus Financial Advisors, LLC
RIALubbock, TX
High Plains Investment Advisors, Inc.
RIALubbock, TX
The Advisors Group
RIALubbock, TX
Green & Deckert LLC
RIALubbock, TX