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| Lonestar Registered Investment Advisors PLLC
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|---|---|
| CRD # | 144200 |
| SEC # | 801-128569 |
| CIK # | |
| AUM | $164.2 M (2025-05-07) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 866-785-5350 |
| Address | 10210 Frankford Ave Lubbock, TX 79424 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 405 | 115.1 |
| (b) Individuals (high net worth individuals) | 30 | 47.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 447 | 164.2 |
| By Discretionary | ||
| Discretionary | 447 | 164.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 447 | 164.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.2 | |
| Total | 447 | 164.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gibson Wealth Advisors LLC
✚
|
0.2 | |
|
Wealthtrak Capital Management LLC
✚
|
VA | 0.2 |
|
Kastel Capital Advisors LLC
✚
|
MA | 0.2 |
|
Cramer & Rauchegger Inc
✚
|
FL | 0.2 |
|
Doheny Asset Management LLC
✚
|
CA | 0.2 |
|
Hall Capital LLC
✚
|
CA | 0.2 |
|
MK Brown Wealth Advisory LLC
✚
|
OH | 0.2 |
|
Willner & Heller LLC
✚
|
CA | 0.2 |
|
PrairieView Wealth Partners LLC
✚
|
IL | 0.2 |
|
Convexitas LLC
✚
|
IL | 0.2 |