Lodestar Private Asset Management Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 549
- Avg AUM / client
- $2.4M
- Accounts
- 1,921
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 221 | $142M | 10.6% |
| High net worth individuals | 323 | $1.2B | 86.7% |
| Pension and profit sharing plans | 2 | $19.1M | 1.43% |
| Corporations and other businesses | 3 | $16.7M | 1.25% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Electronic Arts Inc. 401(k) Plan Electronic Arts Inc. | 2024 | |
| Schwabplan Retirement Savings And Investment Plan The Charles Schwab Corporation | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Leverne Gray | Principal, Chief Compliance Officer | CFP | Jan 2015 (12y) | ≈ 18.75% – 50% via Gray Financial Group |
| Anthony John Jurado | Owner | CFP | Jan 2017 (10y) | ≈ 18.75% – 50% via Jurado Financial |
| Joseph Webster Harrison | Principal | CFP | Jun 2020 (6y) | ≈ 18.75% – 50% via J W Harrison Financial, Inc. |
| Amanda Mishaela Albright | Registered representative | CFP | Mar 2025 (1y) | |
| Jason Riley Mccoy | Registered representative | CFA | May 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gray Financial Group | Owner | Jan 2015 | A | 25% – 50% |
| Jurado Financial | Owner | Jan 2018 | A | 25% – 50% |
| J W Harrison Financial, Inc. | Owner | Jun 2020 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kevin Leverne Gray: 75% – 100% of Gray Financial Group × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Anthony John Jurado: 75% – 100% of Jurado Financial × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Joseph Webster Harrison: 75% – 100% of J W Harrison Financial, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Electronic Arts Inc. 401(k) Plan | Electronic Arts Inc. | 4,870 | $1.3B | 01/01/2024 |
| Schwabplan Retirement Savings And Investment Plan | The Charles Schwab Corporation | 32,145 | $8.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 913 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗