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- Custodian
- Fidelity/NFS ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-28-2003
- Office Locations
- 2
Office Locations
About Lodestar Advisory Group, LLC
LodeStar Advisory Group is an independent, fee-only fiduciary wealth management and financial planning firm based in Naples, FL, serving clients locally and nationwide. The team provides behavioral finance-based counseling and tax-focused planning guidance, paired with asymmetric portfolio construction and a dynamic risk-management process aimed at reducing destructive drawdowns. The firm emphasizes unbiased advice with no commissions or product sales and is frequently cited by news outlets on markets and personal finance.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
GEORGE NMN KIRALY JR
Chief Compliance Officer, Chief Investment Officer, FOUNDER, Operations Manager
- CRD
- #2360510
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SARA SOLANO
--
- CRD
- #8044562
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,519,935 | -- |
| Non-Discretionary | $0 | -- |
| Total | $92,519,935 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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