Lodestar Private Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,305,483,262
Clients
544
Advisors
5
of 7 employees
About
Lodestar provides personalized financial planning and investment management to individuals (both non‑HNW and high‑net‑worth), trusts, estates, charitable organizations, small businesses and certain pension and profit‑sharing plans. The firm offers discretionary portfolio management, financial planning services and, in limited circumstances under separate engagement, tax preparation or filing assistance, operating as a fee‑only fiduciary that does not accept commissions.
The firm’s investment approach centers on tactical asset allocation using a mix of passive and active investments, with generally long‑term holdings and relatively low turnover while making tactical adjustments based on market metrics; special attention is given to tax consequences in taxable accounts. Lodestar also uses separate account money managers when appropriate, may employ margin or option strategies with client authorization, and provides quarterly reporting and regular portfolio reviews.
What is distinctive for a team of this size is Lodestar’s scale: it reports approximately $1.34 billion in assets under management across five advisors (AUM per advisor above $200 million), a level that is uncommon among peer teams and implies a higher asset base per advisor while serving roughly 549 clients in about 1,919 accounts. The firm also documents operational features less common at its peer size, including use of third‑party proxy voting administration (Proxytrust with ISS research) and formal coordination and oversight of separately managed account sponsors.
Client services
Expertise
Occupation focus
Fee options
Tax preparation and filing services fees range from $1,000 to $5,000, may be waived or partially waived.
$0 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001+: 0.35%
Financial planning fees range from $500 to $750 per hour, calculated in 15 minute intervals.
Fee-only: Financial planning fees range from $500 to $750 per hour, calculated in 15 minute intervals.
Main office
3201 Danville Blvd, Ste. 275
Alamo CA 94507
Advisors at this office
5
Most active in
Arizona · California · Colorado · Nevada · New York · Oklahoma · Oregon · Texas · Vermont · Virginia · Washington
Also doing business as
Lodestar Private Asset Management LLC · Retirement Benefits Planning · Retirement Benefits Planning LLC
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.
Advisors at this firm
Anthony J
CFP®, Series 63, Series 65
Alamo, CA
Lodestar Private Asset Management LLC
Anthony Jurado is a CFP® with 25 years of industry experience. He has been with Lodestar Private Asset Management LLC since 2016 and previously worked at Malakoff Wealth and Linsco/Private Ledger Corp. from 2000 to 2016. Lodestar provides personalized financial planning and investment management services to individuals, trusts, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm uses a tactical asset allocation approach combining passive and active investments with attention to tax consequences, serving approximately 549 clients and managing $1.34 billion in assets across five advisors.
Jason M
CFA®, Series 66
Alamo, CA
Lodestar Private Asset Management LLC
Jason Mccoy is a CFA® charterholder with 14 years of industry experience. He is currently with Lodestar Private Asset Management LLC, where he has worked since 2019. His prior experience includes roles at First Republic Securities Company, LLC; First Republic Investment Management, Inc.; CETERA Advisor Networks LLC; and Sageview Advisory Group. Lodestar Private Asset Management serves individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm employs a tactical asset allocation strategy using a blend of passive and active investments, focusing on long-term holdings with periodic adjustments based on market conditions, and operates as a fee-only fiduciary.
Amanda A
CFP®
Alamo, CA
Lodestar Private Asset Management LLC
Amanda Albright is a CFP® professional with four years of experience in financial advising. She is currently with Lodestar Private Asset Management LLC, where she has worked since 2022. Her prior experience includes roles at Brooklyn FI, LLC, HoyleCohen, R.M. Davis, and MacPage. Lodestar Private Asset Management LLC serves individuals, trusts, estates, charitable organizations, small businesses, and select pension and profit-sharing plans. The firm emphasizes tactical asset allocation using a combination of passive and active investments, focusing on long-term holdings with tactical market adjustments and attention to tax implications in taxable accounts.
Joseph H
CFP®, Series 65
Alamo, CA
Lodestar Private Asset Management LLC
Joseph Harrison is a CFP® with 14 years of industry experience. He has worked at Lodestar Private Asset Management LLC since 2020 and has operated J. W. Harrison Financial Advisors since 2011. Lodestar Private Asset Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm employs a tactical asset allocation approach combining passive and active investments, focusing on long-term holdings with consideration of tax implications, and manages approximately $1.34 billion in assets across five advisors.
Kevin G
CFP®, Series 63
Alamo, CA
Lodestar Private Asset Management LLC
Kevin Gray is a CFP® professional with 27 years of industry experience. He has been with Lodestar Private Asset Management LLC since 2009. Lodestar provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm employs a tactical asset allocation strategy combining passive and active investments, focusing on long-term holdings and tax considerations in taxable accounts, and manages approximately $1.34 billion in assets across five advisors.
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