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 SEC-registered RIA organized as an LLC and recorded as registered in 2023. The firm serves both individual and family clients as well as institutional investors and identifies itself as a capital allocator that selects third‑party managers. Its advisory work emphasizes financial planning and the selection of other advisers. Fee arrangements are flexible and include percentage‑of‑AUM billing as well as hourly and fixed fees. Regulatory filings indicate the firm does not position itself as an active ESG investor and is not listed as a multi‑state adviser; it also lists an affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
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 10
Stephen 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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