L
Lodestar Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,405,886
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$340,589
About
Lodestar Asset Management is a small, independent registered investment adviser that provides fee-based portfolio management and investment advisory and analysis services to individuals, trusts, estates, and small business entities. The firm manages approximately $3.4 million in client assets and also offers standalone reviews such as 401(k) plan and outside-account analyses.
The firm’s investment process emphasizes fundamental analysis, a long-term outlook, and a focus on dividend-paying equities and tailored fixed income to meet client income needs; portfolios are customized, monitored, and rebalanced based on client goals and changing circumstances. Lodestar operates primarily on a non-discretionary basis—recommendations are made to clients and trades executed as accepted by the client, clients may impose written restrictions, and the firm does not accept power of attorney or take physical custody of client funds.
Noteworthy features relative to peers include the firm’s predominance of non-discretionary assets and its offering of hourly advisory/analysis services for accounts not managed by the firm, which can appeal to clients seeking periodic second opinions. The firm also discloses no soft-dollar arrangements or outside industry affiliations, does not vote client proxies, and currently does not recommend cryptocurrency investments.
Client services
Portfolio management
Expertise
Income planning
College savings (529s, UTMA, etc.)
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.
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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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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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