LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC
Adviser information for LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 100 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesREFERRAL FEES |
Identifiers
| SEC RIA File Number | 801-128569 |
|---|---|
| SEC ERA File Number | 801-128569 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 144200 |
| Legal Entity Identifier | None |
Principal Office
10210 FRANKFORD AVESUITE 220
LUBBOCK
TX
United States
TUESDAY AND THURSDAY, BY APPOINTMENT ONLY
Tel: 866-785-5350, Fax: 877-653-0385
Chief Compliance Officer
MICHAEL BYERS
CHIEF COMPLIANCE OFFICER
10210 FRANKFORD AVE
SUITE 220
LUBBOCK
TX
United States
Tel:
866-785-5350
Fax:
877-653-0385
I***@************M
(Full email address available in API data)
Industry Affiliates
| GREEN LAW, PLLC | Lawyer or law firm |
| GROOM FINANCIAL SERVICES | Insurance company or agency |
| LONESTAR WEALTH MANAGEMENT | Insurance company or agency |
| TEXAS ALLIANCE FINANCIAL SERVICES, PLLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BYERS, MICHAEL, JON | Individual | – | PRESIDENT/CCO | 05/2007 | > 75% |