LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

RIASEC RegisteredEst. 2023
Total AUM
$274M
Discretionary
$274M
100% of AUM
Avg account
$277K
Accounts
991
Employees
11
Advisory reps
10

Firm details

Headquarters
LUBBOCK, Texas
CRD number
144200
Registered since
August 11, 2023
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals64.19%
  • HNWI34.58%
  • Charitable Organizations1.24%
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Lonestar Registered Investment Advisors, Pllc is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm positions itself as a capital allocator and advisory resource for both individual/family and institutional clients. Its stated advisory activities emphasize financial planning and the selection of outside managers, indicating a blended role of direct portfolio management and third‑party manager oversight. Fee arrangements are flexible: the firm uses percentage‑of‑AUM charging alongside hourly and fixed fees and other fee structures. Lonestar reports it is not an active ESG investor. It also lists an affiliation with an insurance company, which may influence product availability or distribution channels.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 51%, Exchange Traded Equities 29%, Other 20%51%
  • Public Funds/Mutual Funds51%
  • Exchange Traded Equities29%
  • Other20%

Contacts

3 of 10
  • STEPHEN CHRISTOPHER

    Co-OwnerCRD 5692638

  • Mark Groom

    Investment Advisor RepresentativeCRD 6696103

  • Zachary Scott

    Investment Advisor RepresentativeCRD 7968438

Unlock 7 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth