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LONESTAR REGISTERED INVESTMENT ADVISORS, LLC

SEC RegisteredAdvisory

LUBBOCK, TX

Data as of Aug 31, 2026 · Source: SEC Form ADV

Rank in TX

#819

of 2,814 advisers by AUM

Average account

$256K

across 1,195 accounts

AUM per adviser

$28M

12 advisers

Filing history

8

filings since 2023

Source: SEC Form ADV. Figures as filed Aug 31, 2026.

Total AUM

$336M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

12

Assets Under Management

Total AUM$336M

Discretionary AUM$336M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients979

Team

Total Employees12

Investment Advisers12

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record8

First FilingJul 14, 2023

Latest FilingAug 31, 2026

Full AUM trend chart and 8 historical filings spanning 3+ years

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Registration

SEC RegisteredYes

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In10 states

Succession Risk

Lower risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

66th percentile

Composite rank among TX advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

12 on record

From SEC Schedule A/B filings

Names, titles, ownership bands and control-person status for each.

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Client Demographics

979 clients

48 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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Counts advisers in Texas reporting AUM on their latest Form ADV.

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