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LONESTAR REGISTERED INVESTMENT ADVISORS, LLC

LUBBOCK, TX · CRD 144200 · IAPD ↗ · retirewithlonestar.com · 866-785-5350

$336.2MRegulatory AUM
13Advisory reps
13Employees
0Clients
More than 500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
September 2026 — LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC is now doing business as LONESTAR REGISTERED INVESTMENT ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
June 2026 — LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC added office(s): 8 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
June 2026 — LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
March 2026 — LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
January 2026 — LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC reported RAUM up 53% ($164.2M -> $250.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
December 2025 — LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
December 2025 — LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC grew from 5 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
67
June 2025 — LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
64
March 2025 — LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC reported RAUM up 45% ($113.0M -> $164.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
March 2025 — LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
April 2024 — LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC added office(s): 15 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.