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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lodestar Private Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Lodestar Private Asset Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Lodestar Private Asset Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lodestar Private Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lodestar Private Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lodestar Private Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lodestar Private Asset Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Lodestar Private Asset Management?","answer":"Lodestar Private Asset Management’s main office is at 3201 Danville BLVD, Suite 275, Alamo, CA 94507. Its phone number is 925-838-1234. 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