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LONESTAR REGISTERED INVESTMENT ADVISORS, LLC
CRD 144200File 801-128569
APPROVED
Retail clients
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$336.2M
Below cohort median (national)
Discretionary AUM
$336.2M
Clients
1,195
1,195 accounts
Employees
13
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
- Website
- HTTP://WWW.4LONESTAR.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $336.2M
- Discretionary AUM
- $336.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,195
- Non-discretionary accounts
- 0
- Total accounts
- 1,195
- AUM per client
- $281K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $2.6M |
| High net worth individuals | 48 | $110.9M |
| Individuals (other than high net worth individuals) | 1,146 | $222.6M |
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 | Change |
|---|---|---|---|---|
| Aug 23, 2026 | Employees | 11 | 12 | increased by1 |
| Aug 23, 2026 | Clients | 992 | 1,195 | increased by203 |
| Aug 23, 2026 | AUM | $274,018,071 | $336,173,599 | increased by$62,155,528 |
| Aug 23, 2026 | Accounts | 991 | 1,195 | increased by204 |
| Jun 1, 2026 | Employees | 9 | 11 | increased by2 |
| Jun 1, 2026 | Clients | 979 | 992 | increased by13 |
| Jun 1, 2026 | AUM | $250,735,484 | $274,018,071 | increased by$23,282,587 |
| Jun 1, 2026 | Accounts | 979 | 991 | increased by12 |
| Jan 1, 2026 | Clients | 437 | 979 | increased by542 |
| Jan 1, 2026 | AUM | $164,222,094 | $250,735,484 | increased by$86,513,390 |
| Jan 1, 2026 | Accounts | 447 | 979 | increased by532 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 3 | 9 | increased by6 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LONESTAR REGISTERED” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LONESTAR REGISTERED” may also match similarly-named firms). Confirm identity against each filing.
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.