LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC
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
- Individuals64.19%
- HNWI34.58%
- Charitable Organizations1.24%
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Lonestar Registered Investment Advisors, Pllc is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm positions itself as a capital allocator and advisory resource for both individual/family and institutional clients. Its stated advisory activities emphasize financial planning and the selection of outside managers, indicating a blended role of direct portfolio management and third‑party manager oversight. Fee arrangements are flexible: the firm uses percentage‑of‑AUM charging alongside hourly and fixed fees and other fee structures. Lonestar reports it is not an active ESG investor. It also lists an affiliation with an insurance company, which may influence product availability or distribution channels.
Assets & Accounts
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 10STEPHEN CHRISTOPHER
Co-OwnerCRD 5692638
Mark Groom
Investment Advisor RepresentativeCRD 6696103
Zachary Scott
Investment Advisor RepresentativeCRD 7968438
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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