Lodestone Capital Solutions LLC

Overview

Lodestone Capital Solutions LLC is an independent, owner-operated registered investment adviser formed as an LLC that serves individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals, small businesses and institutions, and it also lists pension consulting among its services. The firm combines advisory services with broker activities in real estate and insurance, suggesting an integrated approach to wealth and risk-management needs. The firm charges fees based on a percentage of assets under management and also offers hourly billing. Lodestone is not positioned as a multi-state or institutional capital allocator and does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives