Lodestar Private Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation. Financial planning was provided to 251–500 clients last fiscal year.
Lodestar Private Asset Management reports 549 clients. They include 323 high-net-worth individuals, 221 individual clients, and 3 corporations and other businesses. Of its assets, 98.9% ($1.33B across 1,919 accounts) are managed with discretion; $14.7M across 2 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 40% | 11% |
| High-net-worth individuals | 59% | 87% |
| Pension and profit-sharing plans | <1% | 1% |
| Corporations and other businesses | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 221 | $142M | 10.6% | $643K |
| High-net-worth individuals | 323 | $1.16B | 86.7% | $3.6M |
| Pension and profit-sharing plans | 2 | $19.1M | 1.4% | $9.56M |
| Corporations and other businesses | 3 | $16.7M | 1.2% | $5.57M |
| Total | 549 | $1.34B | 100% | $2.44M |
- Clients
- 221
- Regulatory AUM
- $142M
- AUM share
- 10.6%
- Avg. per client
- $643K
- Clients
- 323
- Regulatory AUM
- $1.16B
- AUM share
- 86.7%
- Avg. per client
- $3.6M
- Clients
- 2
- Regulatory AUM
- $19.1M
- AUM share
- 1.4%
- Avg. per client
- $9.56M
- Clients
- 3
- Regulatory AUM
- $16.7M
- AUM share
- 1.2%
- Avg. per client
- $5.57M
Total
- Clients
- 549
- Regulatory AUM
- $1.34B
- AUM share
- 100%
- Avg. per client
- $2.44M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Lodestar Private Asset Management charges 0.35%–1.15% a year for its Wealth and Investment Management. Each asset band is charged at its own rate. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.15% |
| $1M–$2M | 0.95% |
| $2M–$5M | 0.80% |
| $5M–$10M | 0.70% |
| $10M–$25M | 0.60% |
| $25M–$50M | 0.45% |
| $50M and above | 0.35% |
Fee details and sources
Other fees
- Financial planning and consultation
- Planning or consultation without money management is billed at $500 to $750 per hour in 15-minute intervals, agreed in writing before work starts.
- Tax preparation and filing
- Tax preparation and filing, when separately retained, carries an annual flat fee generally from $1,000 to $5,000, which may be waived.
Gray Financial Group owns 25% to 50% of Lodestar Private Asset Management and is in turn owned by Kevin Gray (75% or more). The leadership team of Lodestar Private Asset Management includes Chief Compliance Officer Kevin Gray. It has 7 employees, 5 of them in advisory roles.
Leadership
- Kevin GrayPrincipal, Chief Compliance Officer
- Joseph HarrisonPrincipal
- Anthony JuradoPrincipal
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Amanda Mishaela Albright
- Kevin Leverne Gray
- Joseph Webster Harrison
- Anthony John Jurado
- Jason Riley McCoy
Staff
- 7 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 25% to 50% of Lodestar Private Asset Management LLC
Gray Financial Group
Control person · since January 2015
- Owns 75% or more of Gray Financial Group
Kevin Gray
Control person · since January 2015
- Owns 25% to 50% of Lodestar Private Asset Management LLC
Jurado Financial
Control person · since January 2018
- Owns 75% or more of Jurado Financial
Anthony Jurado
Control person · since January 2017
- Owns 25% to 50% of Lodestar Private Asset Management LLC
J W Harrison Financial, Inc.
Control person · since June 2020
- Owns 75% or more of J W Harrison Financial, Inc.
Joseph Harrison
Control person · since July 2020
Lodestar Private Asset Management’s regulatory assets grew 1.8× from $727M (July 2021) to $1.34B (March 2026); clients rose from 377 to 549 and employees fell from 9 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.34B | 549 | 7 | 1 |
| March 2025 | $1.12B | 530 | 7 | 1 |
| March 2024 | $980M | 499 | 8 | 1 |
| February 2023 | $831M | 469 | 9 | 1 |
| February 2022 | $922M | 445 | 8 | 1 |
| July 2021 | $727M | 377 | 9 | 1 |
Besides its headquarters, Lodestar Private Asset Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 3201 Danville BLVD, Suite 275, AlamoHQ
Contact and registration details
- Legal name
- Lodestar Private Asset Management LLC
- Headquarters
- 3201 Danville BLVD, Suite 275, Alamo, CA 94507
- Website
- lodestarpam.com
- Phone
- 925-838-1234
- SEC file
- 801-37511
- Founded
- 1980
- Structure
- California LLC
- Fiscal year end
- December
Lodestar Private Asset Management uses Charles Schwab ($1.32B) as custodian for its separately managed accounts. Lodestar Private Asset Management has custody of $607M in client assets for 367 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.32B100%
At year end, Lodestar Private Asset Management’s separately managed accounts were mostly in funds (75%) and stocks (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.16B across 232 positions; the largest are iShares TR (8.9%), Invesco Qqq TR (4.1%) and Invesco Exch Traded FD TR II (3.9%).
What the accounts hold
- Stocks17%
- Exchange-traded equities15%
- Non-exchange-traded equities2%
- Funds75%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash6%
Reported 13F holdings
- $1.16B
- Reported 13F value
- 232
- Positions
- 38.7%
- In the 10 largest
- +14.1%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF8.9%
- Invesco Qqq TR · Unit Ser 14.1%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF3.9%
- Apple Inc.3.5%
- Vanguard Index Fds · Value ETF3.5%
- iShares TR · Core MSCI Total3.4%
- SPDR Index Shs Fds · ST Str Acwi ETF3.1%
- SPDR Series Trust · ST Str Aggre ETF3.1%
- Vanguard BD Index Fds · Intermed Term2.6%
- J P Morgan Exchange Traded F · Income ETF2.6%
Together, the ten largest are 38.7% of reported value.
How many clients does Lodestar Private Asset Management have?
Lodestar Private Asset Management has 549 clients and manages $1.34 billion for them, as of March 2026. They include 323 high-net-worth individuals, 221 individual clients, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 March 2026
What services does Lodestar Private Asset Management offer?
Lodestar Private Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Lodestar Private Asset Management charge?
Lodestar Private Asset Management charges 0.35%–1.15% a year for its Wealth and Investment Management. Each asset band is charged at its own rate.
Source: LODESTAR ADV PART 2A & 2B - JANUARY 2026, filed 2 March 2026
Which custodians does Lodestar Private Asset Management use?
Lodestar Private Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.32B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026
How many financial advisors does Lodestar Private Asset Management have?
Lodestar Private Asset Management has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lodestar Private Asset Management invest in?
At the end of its last fiscal year, Lodestar Private Asset Management’s separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 6% cash and equivalents, 2% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lodestar Private Asset Management?
Lodestar Private Asset Management is owned through holding companies by Kevin Gray, Anthony Jurado and Joseph Harrison. Its direct owners are Gray Financial Group, Jurado Financial and J W Harrison Financial, Inc., each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 2 March 2026
How does Lodestar Private Asset Management get paid?
Lodestar Private Asset Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lodestar Private Asset Management?
Lodestar Private Asset Management’s main office is at 3201 Danville BLVD, Suite 275, Alamo, CA 94507. Its phone number is 925-838-1234. Its website is lodestarpam.com.