Lonestar Registered Investment Advisors, LLC

RIASEC RegisteredEst. 2023

Total AUM

$336M

Discretionary

$336M

100% of AUM

Avg account

$281K

Accounts

1,195

Employees

Advisory reps

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

FINTRX

Overview

Lonestar Registered Investment Advisors, LLC is an independent RIA organized as an LLC and registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator that selects outside managers for portions of client portfolios. Its advisory menu includes financial planning and the selection of other advisers; fee arrangements are flexible and include percentage-of-AUM, hourly billing, fixed fees and other structures. Lonestar does not identify as an active ESG investor and lists an insurance company among its industry affiliations.