Lonestar Registered Investment Advisors, Llc
- Regulatory AUM
- $336M
- Discretionary
- $336M
- Clients
- 1,195
- Avg AUM / client
- $281K
- Accounts
- 1,195
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,146 | $223M | 66.2% |
| High net worth individuals | 48 | $111M | 33.0% |
| Charitable organizations | 1 | $2.6M | 0.79% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Jon Byers | President/Cco | May 2007 (19y) | 75% or more | |
| Mark Carl Groom | Registered representative | Aug 2016 (10y) | ||
| Christian Dean Caraveo | Registered representative | Aug 2023 (3y) | ||
| Stephen Jeffrey Christopher | Registered representative | Mar 2024 (3y) | ||
| Daniel Dale Wheeler | Registered representative | May 2025 (1y) | ||
| Levi Aaron Blackmon | Registered representative | May 2025 (1y) | ||
| Steven Michael Temple | Registered representative | Oct 2025 (1y) | ||
| Timothy Lee Brown | Registered representative | Oct 2025 (1y) | ||
| Zachary Douglass Scott | Registered representative | May 2026 (0y) | ||
| Rolando Z Rodriguez | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 1.06 MB | 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
- • Other fees
- • REFERRAL FEES
Services
- • Financial planning services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $336M (100% of AUM) Aug 2026
- Fidelity Distributors Company Llc $3.5M (1% of AUM) Aug 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Aug 31, 2026.
View current Form ADV (SEC/IAPD) ↗