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LODESTAR ADVISORY GROUP, LLC
CRD 127591
999 VANDERBILT BEACH ROAD, SUITE 200, NAPLES, FL, 34108, United States
Phone
239-325-5110
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$92.5M
Discretionary AUM
$92.5M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $23.1M |
| High net worth individuals | 34 | $69.3M |
| Corporations/business entities | 1 | $103K |
All web addresses on file
Official SEC filing: View on IAPD