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LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC
CRD 144200 · SEC 801-128569
10210 FRANKFORD AVE, SUITE 220, LUBBOCK, TX, 79424, United States
Phone
866-785-5350
Fax
877-653-0385
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$274.0M
Discretionary AUM
$274.0M
Team
11 total employees; 11 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 945 | $175.9M |
| High net worth individuals | 46 | $94.8M |
| Charitable organizations | 1 | $3.4M |
States served
CA, CO, GA, NM, OH, OK, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD