Wealth manager, independent · Alamo, CA
Lodestar Private Asset Management LLC
SEC-registered investment adviser · CRD 107638 · SEC 801-37511
At a glance
Lodestar Private Asset Management LLC is an SEC-registered investment adviser based in Alamo, California, with $1.3B in regulatory assets under management as of its Form ADV filed March 2, 2026. It reports 544 individual clients, 323 of them high-net-worth, holding an average of about $2.4 million each, and 7 employees. That ranks it 829th among the nation’s 5,657 independent wealth management RIAs and 98th of 714 in California. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 925-838-1234lodestarpam.comAs filed on Form ADV
- Regulatory AUM
- $1.3B
- Rank among independent wealth managers
- #829 of 5,657
- Rank among all SEC RIAs
- #4,573 of 17,210
- Rank in California
- #98 of 714
- Individual clients
- 544
- High-net-worth clients
- 323
- Accounts
- 1,921
- Discretionary
- 99% of AUM
- Employees
- 7
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Kevin L. GrayPrincipal, Chief Compliance Officer
- Joseph W. HarrisonPrincipal
- Anthony J. JuradoPrincipal
Custody and brokerage
Broker-dealer
No broker-dealer ties
Lodestar Private Asset Management LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 323 | $1.2B | 87% |
| Individuals | 221 | $142M | 11% |
| Pension and profit sharing plans | 2 | $19M | 1% |
| Corporations or other businesses | 3 | $17M | 1% |
Disciplinary disclosures
Lodestar Private Asset Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗lodestarpam.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 2,767 peers of its type and size
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- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Elyxium Wealth LLCBeverly Hills | $1.4B | 56 |
| Cascade Financial Partners, LLCSAN Diego | $1.4B | 283 |
| Kera Capital PartnersSAN Jose | $1.4B | 310 |
| Cypress Wealth Services, LLCPalm Desert | $1.3B | 825 |
| Chatterton & AssociatesAnaheim | $1.3B | 1,542 |
| Chequers Financial Management LLCSAN Francisco | $1.3B | 244 |
Background
Questions
How much does Lodestar Private Asset Management LLC manage?
Lodestar Private Asset Management LLC reports $1.3B in regulatory assets under management across 1,921 accounts, 99% of it on a discretionary basis, on its Form ADV filed March 2, 2026.
How many clients does Lodestar Private Asset Management LLC have?
It reports 544 individual clients: 323 high-net-worth individuals and 221 other individuals. Individuals account for about 97% of its regulatory assets.
Where is Lodestar Private Asset Management LLC headquartered?
Its main office is in Alamo, California. It reports 1 office in total and 7 employees, 5 of whom perform investment advisory functions.
How does Lodestar Private Asset Management LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Lodestar Private Asset Management LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 2, 2026, it reports these amounts held: Charles Schwab ($1.3B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Lodestar Private Asset Management LLC a hybrid RIA with a broker-dealer?
Lodestar Private Asset Management LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Lodestar Private Asset Management LLC a fiduciary?
As an SEC-registered investment adviser, Lodestar Private Asset Management LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Lodestar Private Asset Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →