Lonestar Registered Investment Advisors, LLC
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
FINTRXOverview
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 clients, and identifies itself as a capital allocator. Its advisory services emphasize financial planning and the selection of other advisers. Lonestar bills clients through a mix of percentage-of-AUM fees plus hourly, fixed and other fee arrangements. The firm reports it is not an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities29%
- Other20%
Contacts
3 of 12
Mark Groom
Investment Advisor RepresentativeCRD 6696103

Timothy Brown
President & OwnerCRD 873782

Michael Byers
PresidentCRD 5383809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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