LODESTAR ADVISORY GROUP, LLC

LODESTAR ADVISORY GROUP, LLC of NAPLES, FL is an SEC-registered investment adviser (CRD 127591). Regulatory assets under management: $92.5M.

Registration

• CRD: 127591
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127591 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search