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Firm profile

Lonestar Registered Investment Advisors, LLC

LUBBOCK, TXCRD 144200Registration Status: ApprovedEffective since August 11, 2023Latest ADV August 31, 2026

Lonestar Registered Investment Advisors, Pllc is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lubbock, TX. Its latest Form ADV filing, dated June 26, 2026, reports $274M in regulatory assets under management, 11 employees, 10 offices, and 991 accounts.

Assets Under Management
$336M
Employees
12
Offices
10 offices
Total Clients
1,195
Primary office
LUBBOCK, TX
10210 FRANKFORD AVE, SUITE 220, LUBBOCK, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMichael J. Byers

Advisory services offered

2 types reported
Financial Planning Services
Selection of other advisers

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 95.9% of total clients.
Top client categories% of clientsClients
1
Individuals
95.9%
1,146
2
HNWI
4.0%
48
3
Charitable
0.1%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$336Mas of August 31, 2026
Discretionary100.0%
$336M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$336M
Total Accounts1,195
10Y AUM Change+$274M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12
Clients per Employee100:1
10Y Employee Change+8 (+266.7%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Current profile metrics reflect a newer SEC ADV filing than the latest point shown in the historical chart. The chart will update once that filing is added to the ADV history dataset.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.