CRD: 144200
Lonestar Registered Investment Advisors, Pllc
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Beacon
- Established Date
- 05-27-2008
- Office Locations
- 5
Office Locations
About Lonestar Registered Investment Advisors, Pllc
Lonestar Registered Investment Advisors is a Texas-based RIA providing financial planning and discretionary portfolio management for business owners, entrepreneurs, and retirees. Portfolios emphasize ETF-based allocation and risk management, with access to mutual funds and select alternative exposures. The firm works with major custodians such as Schwab and Fidelity and uses Orion for portfolio operations.
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Owner & Executives
MICHAEL JON BYERS
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #5383809
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Levi Aaron Blackmon
--
- CRD
- #7211280
TIMOTHY LEE BROWN
Investment Advisor
- CRD
- #873782
Crest summit
Vector zenith harbor
- CRD
- #84422
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $274,018,071 | $276,507 |
| Non-Discretionary | $0 | -- |
| Total | $274,018,071 | $276,507 |
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Separately Managed Accounts
Total SMA Asset: $274,018,071
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,178,768,560 | 26.1% |
| Equity - Exchange | $1,612,338,605 | 35.7% |
| Other | $1,725,247,471 | 38.2% |
| Total | $4,516,354,636 | 100.0% |