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 registered with the SEC in 2023. The firm describes itself as a capital allocator that serves both individual and family clients as well as institutional investors. Core advisory services include financial planning and the selection of other advisers, which suggests a model that blends advice with the use of sub‑advisors or third‑party managers. The firm charges clients using a mix of fee arrangements — percentage of assets under management, hourly fees, fixed fees and other fee structures — allowing flexibility across client types and engagement scopes. Lonestar Registered Investment Advisors, Pllc is not identified as an active ESG investor in its filing and lists an affiliation with an insurance company.
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 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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