Lonestar Registered Investment Advisors, LLC

RIASEC Registered
Total AUM
$336M
Discretionary
$336M
100% of AUM
Avg account
$281K
Accounts
1,195
Employees
13
Advisory reps
12

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
  • Individuals66.22%
  • HNWI32.99%
  • Charitable Organizations0.79%
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

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 12
  • Mark Groom

    Mark Groom

    Investment Advisor RepresentativeCRD 6696103

  • Timothy Brown

    Timothy Brown

    President & OwnerCRD 873782

  • Michael Byers

    Michael Byers

    PresidentCRD 5383809

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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