Lodestone Capital Solutions LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,200,000
Total clients
5
40% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$840,000
About
The firm provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. It also offers pension consulting and plan‑sponsor services to small businesses, including evaluation, implementation, and ongoing monitoring of qualified retirement plans.
The advisory approach emphasizes a tactical allocation strategy intended to manage risk and target improved performance, using fundamental analysis and a range of instruments such as mutual funds, exchange‑listed securities, options (including covered and spreading strategies), and variable insurance products. Accounts are typically managed on a discretionary basis, and the firm prepares investment policy statements and model portfolios that are tailored to client objectives and plan sponsor requirements.
Noteworthy distinctions include that the firm’s principal is licensed as an insurance agent affiliated with TWFG and as a real estate broker, and may facilitate insurance or real estate transactions for which separate, customary commissions are received; the brochure discloses this potential conflict and notes clients are not required to use those services. The firm’s provision of pension consulting and its willingness, in certain defined‑benefit engagements, to serve as the plan’s investment manager with trading discretion are services that are less common among peers of similar size.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Fee options
0.5% to 2.0% per annum depending on type, complexity, and account size; average approximately 1.0% per annum
$200 per hour, negotiable, billed monthly upon completion of work.
Fee-only: Investment advisory fees based on assets under management, billed monthly in advance, ranging from 0.5% to 2.0% per annum.
Main office location
Lodestone Capital Solutions LLC
10330 Beach Blvd, Suite F
Stanton CA 90680, United States
Number of offices
1
Most active in
Lodestone Capital Solutions LLC has reported serving >5 clients in these states in the last 12 months.
California
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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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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