Lonestar Registered Investment Advisors, LLC
● SEC registered since 2023CRD 144200SEC# 801-128569Lubbock, TX
Reg. AUM
$336.2M
Employees
13
Accounts
1,195
Location
Lubbock, TX
About Lonestar Registered Investment Advisors
Lonestar Registered Investment Advisors focuses on retirement income planning and education for clients preparing for or living in retirement. It offers retirement toolkits and related advisory services through the Texas-registered adviser and affiliated insurance and tax partners.
Summary based on the firm’s website.
Lonestar Registered Investment Advisors, LLC assets under management
Lonestar Registered Investment Advisors, LLC is an SEC-registered investment adviser based in Lubbock, TX. The firm has been registered since 2023. It reports $336.2 million in regulatory assets under management and employs 13 people.
Lonestar Registered Investment Advisors, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lonestar Intermediate Holding Company, LLC Control | Member | Over 75% | 2025 |
| Michael Jon Byers Control | Cco | Under 5% | 2007 |
| Lonestar Holdco 1, Inc. Control | Member | 25-50% | 2025 |
| Lonestar Holdco 2, Inc. Control | Member | 25-50% | 2025 |
| Mark Carl Groom Control | Owner | Over 75% | 2025 |
| Meraki Holdings, LLC Control | Member | Over 75% | 2025 |
| Meraki Intermediate Holdings, LLC Control | Member | Over 75% | 2025 |
| Meraki Partner Holdings, LLC Control | Member | 25-50% | 2025 |
| Meraki Private Equity, LLC Control | Member | Over 75% | 2025 |
| Michael Jon Byers Control | Owner | Over 75% | 2025 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Lonestar Registered Investment Advisors, LLC manage?
Lonestar Registered Investment Advisors, LLC reports $336.2 million in regulatory assets under management on its Form ADV.
How many employees does Lonestar Registered Investment Advisors, LLC have?
Lonestar Registered Investment Advisors, LLC reports 13 employees.
Where is Lonestar Registered Investment Advisors, LLC located?
Lonestar Registered Investment Advisors, LLC is based in Lubbock, TX and has been SEC-registered since 2023.
Does Lonestar Registered Investment Advisors, LLC disclose fund performance?
Lonestar Registered Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10210 Frankford Ave, Suite 220, Lubbock, TX 79424 |
| Phone | 866-785-5350 |
| Fax | 877-653-0385 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$336.2M▲ 105%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,369 advisers
EmployeesTop 34%
More than 66% of 16,804 advisers
Assets under management
$336.2Mregulatory AUM
Discretionary $336.2M