# LODESTAR ADVISORY GROUP, LLC

LODESTAR ADVISORY GROUP, LLC of NAPLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 127591
- Type: SEC-registered investment adviser
- Location: 999 VANDERBILT BEACH ROAD, NAPLES, FL, 34108
- Phone: 239-325-5110
- Latest filing: 2026-03-03
- Regulatory AUM: $92.5M
- Discretionary AUM: $92.5M
- Clients: 3
- Accounts: 318

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127591/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127591/similar
- Related entities: https://search.stillhousedata.com/firm/127591/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127591

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
