LODESTAR FINANCIAL MANAGEMENT, LLC

LODESTAR FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 155689). Regulatory assets under management: $48.6M.

Registration

• CRD: 155689
• Type: Registered investment adviser
• Phone: 571.249.5536
• Latest filing: 2026-04-01
• Regulatory AUM: $48.6M
• Non-discretionary AUM: $48.6M
• Clients: 1
• Accounts: 132

Business model

Compensation: 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 155689 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search