Lodestar Asset Management LLC

Overview

Lodestar Asset Management LLC is a small, client-focused registered investment advisor that provides portfolio management for individuals and small businesses. The firm operates under an individual-owner structure and charges clients via a percentage of assets under management plus hourly fees, which signals a mix of ongoing advisory relationships and project-based work. Lodestar is not positioned as an ESG-focused adviser and is not registered as a multi-state or pension consultant; its client base is concentrated on individual and family relationships rather than institutional mandates. Investment activity centers on equity exposure, with an expressed preference for exchange-traded instruments. The firm manages client assets on a predominantly non-discretionary basis, which means advisors generally recommend allocations and trades but clients retain final authority over execution. That setup points to a high-touch advisory model appropriate for a small roster of clients who want guidance without full discretionary delegation.

Assets & Accounts

Public Holdings

Location & Offices