Lodestar Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lodestar Asset Management LLC is an independent, fee-based registered investment adviser that serves individuals, trusts, estates, and small businesses. With roughly $3.7 million in assets under management and a very small client roster, the firm provides tailored investment management and separate advisory and analysis services, including reviews of outside accounts and 401(k) plan options.
The firm’s investment approach emphasizes fundamental analysis and a long-term outlook, with attention to dividend-paying equities and fixed-income selections tailored to client time horizons, goals, and risk tolerance. Portfolios are monitored and rebalanced as needed, but management is primarily non-discretionary: the adviser typically makes recommendations that clients must approve before trades are executed.
Distinctive features include the firm’s primarily non-discretionary operating model — a configuration that is uncommon among independent RIAs — together with offering hourly advisory reviews to non-clients for total-portfolio and 401(k) analysis. The firm operates on a small scale, uses a third-party custodian for trade execution and client statements, and discloses no performance-based fees or soft-dollar arrangements.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.90% $1,000,001+: Negotiable
$100.00 per hour
Main office
Moore OK
Advisors at this office
1
Most active in
Oklahoma
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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