L
Lodestar Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,715,690
Clients
6
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
LowAverage account size
$619,282
About
Lodestar Asset Management LLC is an independent, fee-based registered investment adviser that serves individuals, trusts, estates, and small businesses. With roughly $3.7 million in assets under management and a very small client roster, the firm provides tailored investment management and separate advisory and analysis services, including reviews of outside accounts and 401(k) plan options.
The firm’s investment approach emphasizes fundamental analysis and a long-term outlook, with attention to dividend-paying equities and fixed-income selections tailored to client time horizons, goals, and risk tolerance. Portfolios are monitored and rebalanced as needed, but management is primarily non-discretionary: the adviser typically makes recommendations that clients must approve before trades are executed.
Distinctive features include the firm’s primarily non-discretionary operating model — a configuration that is uncommon among independent RIAs — together with offering hourly advisory reviews to non-clients for total-portfolio and 401(k) analysis. The firm operates on a small scale, uses a third-party custodian for trade execution and client statements, and discloses no performance-based fees or soft-dollar arrangements.
Client services
Portfolio management
Expertise
General retirement planning
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.90% $1,000,001+: Negotiable
$100.00 per hour
Main office location
Lodestar Asset Management LLC
Moore OK, United States
Number of offices
1
Most active in
Lodestar Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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