# Lonestar Registered Investment Advisors, LLC

> Lonestar Registered Investment Advisors, LLC is an SEC-registered investment advisory firm in Lubbock, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 144200
- Filed as: LONESTAR REGISTERED INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lubbock, TX
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144200
- AdvisorCensus page: https://advisorcensus.com/firm/lonestar-registered-investment-advisors-llc-lubbock-tx-144200

## Quick answers

**How is Lonestar Registered Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lonestar Registered Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Lonestar Registered Investment Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated August 17, 2026 states: Hourly rate: $200 an hour (Financial Planning Services); Flat fee: up to $2,500 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lonestar Registered Investment Advisors, LLC located?**
Lonestar Registered Investment Advisors, LLC's principal office is in Lubbock, TX, according to its Form ADV; the October 2026 filing also lists 9 other offices (Schedule D, Section 1.F).

**Is Lonestar Registered Investment Advisors, LLC registered with the SEC or a state?**
Lonestar Registered Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 144200.

**How much does Lonestar Registered Investment Advisors, LLC manage?**
Lonestar Registered Investment Advisors, LLC reports $336,173,599 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**How have Lonestar Registered Investment Advisors, LLC's assets and staff changed since 2023?**
In the Form ADV data for Lonestar Registered Investment Advisors, LLC: Regulatory assets under management: $0 in the October 2024 data and $336,173,599 in the October 2026 data. Total employees: 3 in October 2023 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lonestar Registered Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,146); high net worth individuals (48); charitable organizations (1).

**Which custodians does Lonestar Registered Investment Advisors, LLC use?**
Lonestar Registered Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.

**Does Lonestar Registered Investment Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144200

**What changed in Lonestar Registered Investment Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 12 to 13.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated August 17, 2026)

- Hourly rate: $200 an hour (Financial Planning Services)

> Financial Planning Services are offered based on an hourly fee of $200 per hour based on complexity and unique client needs.

- Flat fee: up to $2,500 (Financial Planning Services)

> Financial Planning Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $336,173,599
- Discretionary: $336,173,599
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,146 | $222,629,478 |
| High net worth individuals | 48 | $110,897,463 |
| Charitable organizations | 1 | $2,646,658 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 13 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, NH, NM, OH, OK, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Albuquerque, NM
- Austin, TX
- Beavercreek, OH
- Dallas, TX
- Fort Worth, TX
- Houston, TX
- Mentor, OH
- San Antonio, TX
- Troy, OH

### Websites listed on Form ADV (Item 1.I)
- 4lonestar.com
- federalbenefitsinstitute.com
- lifeguardfinancial.com
- lonestarwm.com
- pinnacleinvestmentadvisors.com
- retirewithlonestar.com
- Facebook @4LONESTAR
- LinkedIn @LONESTAR-WEALTH-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 3 | July 24, 2023 |
| October 2024 | $0 | 3 | April 10, 2024 |
| October 2025 | $164,222,094 | 5 | May 7, 2025 |
| October 2026 | $336,173,599 | 13 | September 28, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $336,173,599 in the October 2026 data.
Total employees: 3 in October 2023 and 13 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 12 to 13.

### September 2026
- Changed its legal name from Lonestar Registered Investment Advisors, PLLC to Lonestar Registered Investment Advisors, LLC.
- Employees performing advisory functions went from 11 to 12.
- Regulatory assets under management went from $274,018,071 to $336,173,599 (+23%).

### June 2026
- Employees performing advisory functions went from 9 to 11.
- Added an office in Beavercreek, OH.
- Added an office in San Antonio, TX.

### January 2026
- Regulatory assets under management went from $164,222,094 to $250,735,484 (+53%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 5 to 9.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lonestar Registered Investment Advisors, LLC (CRD 144200): Form ADV filing data as of October 2026.