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LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC
CRD 144200File 801-128569
APPROVED
Retail clients
Filing as of Jun 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$274.0M
Below cohort median (national)
Discretionary AUM
$274.0M
Clients
992
991 accounts
Employees
11
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 11, 2023
- Principal office
- 10210 FRANKFORD AVE, SUITE 220, LUBBOCK, TX, 79424
- Phone
- 866-785-5350
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $274.0M
- Discretionary AUM
- $274.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 991
- Non-discretionary accounts
- 0
- Total accounts
- 991
- AUM per client
- $276K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $3.4M |
| High net worth individuals | 46 | $94.8M |
| Individuals (other than high net worth individuals) | 945 | $175.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.