LODESTAR ADVISORY GROUP, LLC

Overview

Lodestar Advisory Group, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses, with some institutional clients. The firm structures client relationships via fee-based arrangements that include a percentage-of-AUM component alongside hourly and fixed-fee engagements. Investment activity is centered on diversified, pooled public funds rather than concentrated single-stock positions; the firm's filings show a clear tilt toward mutual funds and similar vehicles as the primary building blocks of client portfolios. Lodestar also accesses third‑party alternative managers for real assets and commodity exposure where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices