RIA Intel›Advisers›Florida›LODESTAR ADVISORY GROUP, LLC

LODESTAR ADVISORY GROUP, LLC

Advisory

NAPLES, FL

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in FL
#1,353
of 2,610 advisers by AUM
Average account
$291K
across 318 accounts
AUM per adviser
$46M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM
$93M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$93M
Discretionary AUM$93M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients163
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, FL, NJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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