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Lonestar Registered Investment Advisors, PLLC

● SEC registered since 2023CRD 144200SEC# 801-128569Lubbock, TX
Export (members)
Reg. AUM
$274M
Employees
11
Accounts
991
Location
Lubbock, TX

Lonestar Registered Investment Advisors, PLLC assets under management

Lonestar Registered Investment Advisors, PLLC is an SEC-registered investment adviser based in Lubbock, TX. The firm has been registered since 2023. It reports $274 million in regulatory assets under management and employs 11 people.

Lonestar Registered Investment Advisors, PLLC owners & executives

12 reported
NameTitleOwnershipSince
Lonestar Intermediate Holding Company, LLC ControlMemberOver 75%2025
Michael Jon Byers ControlCcoUnder 5%2007
Lonestar Holdco 1, Inc. ControlMember25-50%2025
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Frequently asked questions

How much does Lonestar Registered Investment Advisors, PLLC manage?

Lonestar Registered Investment Advisors, PLLC reports $274 million in regulatory assets under management on its Form ADV.

How many employees does Lonestar Registered Investment Advisors, PLLC have?

Lonestar Registered Investment Advisors, PLLC reports 11 employees.

Where is Lonestar Registered Investment Advisors, PLLC located?

Lonestar Registered Investment Advisors, PLLC is based in Lubbock, TX and has been SEC-registered since 2023.

Does Lonestar Registered Investment Advisors, PLLC disclose fund performance?

Lonestar Registered Investment Advisors, PLLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10210 Frankford Ave, Suite 220, Lubbock, TX 79424
Phone866-785-5350
Fax877-653-0385
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$274M▲ 67%
Feb '25 — $164.2MMar '25 — $164.2MApr '25 — $164.2MMay '25 — $164.2MJun '25 — $164.2MJul '25 — $164.2MAug '25 — $164.2MSep '25 — $164.2MOct '25 — $164.2MNov '25 — $164.2MDec '25 — $250.7MJan '26 — $250.7MFeb '26 — $250.7MMar '26 — $250.7MApr '26 — $250.7MMay '26 — $274MJun '26 — $274M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$274Mregulatory AUM
Discretionary $274M