DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Lodestar Private Asset Management LLC
Latest filing Mar 2, 2026
First filing on the tape Mar 21, 2012 · 38 filings
SEC status approved since Oct 11, 1990
RAUM
$1.3B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
97%
$1.3B individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$268M
derived; firm RAUM over IAPD count
Employees
7
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$1.3B as of Mar 2, 2026
Mar 21, 2012$296M then
HNW client RAUM$1.2B as of Mar 2, 2026
Mar 13, 2018$406M then
State-registered IARs (5.B.3)5 as of Mar 2, 2026
Feb 13, 20135 then
Employees (5.A)7 as of Mar 2, 2026
Feb 13, 20135 then
Private funds: no history
RAUM +20% over the last fiscal year+17% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Mar 2, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $268MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 109derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $698,240derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 1.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.2%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $607M, 367 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.2B87%
- Individuals$142M11%
- Pension and profit-sharing plans$19.1M1.4%
- Corporations and businesses$16.7M1.2%
- Individual clients
- 221reported
- HNW clients
- 323reported
- Pension plan clients
- 2reported
- Charitable clients
- 0reported
- Accounts
- 1,921reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $607M for 367 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Kevin Leverne GrayCertified Financial Planner | Alamo, Ca | Jan 22, 2025 | 34 y | 1 |
| Anthony John JuradoCertified Financial Planner | Alamo, Ca | Feb 5, 2025 | 26 y | 1 |
| Joseph Webster HarrisonCertified Financial Planner | Alamo, Ca | Feb 5, 2025 | 15 y | 1 |
| Amanda Mishaela AlbrightCertified Financial Planner | Alamo, Ca | Mar 24, 2025 | 11 y | 1 |
| Jason Riley MccoyChartered Financial Analyst | Alamo, Ca | May 14, 2025 | 15 y | 4 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Anthony Smith to Lion Street Advisors, LLCDec 2, 2024 · RIA to affiliated broker-dealer or bank
- Bryan Patrick Hasling to Modern Financial PlanningJun 5, 2023 · RIA to RIA
- Thomas Andrew Howard to Elevation Wealth Partners, LLCJan 8, 2019 · RIA to RIA
- Austin Paul Hon to Destination Wealth ManagementFeb 29, 2016 · Other
- Kevin Lyle Shelton to Strategic Advisers LLCOct 30, 2006 · Other
- Peter Frederick Landini to Rbp Investment Advisors Inc.Mar 9, 2006 · Other
Joined, latest
- Jason Riley Mccoy from J.P. Morgan Private Wealth Advisors LLCMay 14, 2025 · RIA to RIA
- Amanda Mishaela Albright from Brooklyn Fi, LLCMar 24, 2025 · RIA to RIA
- Anthony John Jurado from LPL Financial LLCFeb 5, 2025 · Other
- Joseph Webster Harrison from Jw Harrison Financial, Inc.Feb 5, 2025 · RIA to RIA
- Kevin Leverne Gray from Charles Schwab & Co., Inc.Jan 22, 2025 · Affiliated broker-dealer or bank to independent RIA
- Bryan Patrick Hasling from Jw Harrison Financial, Inc.Jun 24, 2020 · RIA to RIA
- Anthony Smith from Jw Harrison Financial, Inc.Jun 24, 2020 · RIA to RIA
- Thomas Andrew Howard from Howard Financial Consulting LLCJun 27, 2016 · Other
- Austin Paul Hon from Capital Guardian Trust CompanyJul 21, 2014 · Other
- Peter Frederick Landini from Fdx Advisors, Inc.Jan 31, 2003 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Jw Harrison Financial, Inc.Jun 19, 2020 · Walnut Creek, Ca · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Leverne Kevin Gray · Principal, Chief Compliance Officercontrolsince 01/2019 · owns less than 5%
- Webster Joseph Harrison · Principalcontrolsince 06/2020 · owns less than 5%
- John Anthony Jurado · Principalcontrolsince 01/2018 · owns less than 5%
- Leverne Kevin Gray · Ownercontrolsince 01/2015 · owns 75% or more of Gray Financial Group
- Webster Joseph Harrison · Ownercontrolsince 07/2020 · owns 75% or more of J W Harrison Financial, Inc.
- John Anthony Jurado · Ownercontrolsince 01/2017 · owns 75% or more of Jurado Financial
Entity owners
- Gray Financial Group · Ownerdirect · owns 25% to 50%
- J W Harrison Financial, Inc. · Ownerdirect · owns 25% to 50%
- Jurado Financial · Ownerdirect · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Alamo, Ca · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,809 to 1,921Aug 21, 2025 to Mar 2, 2026
- Corporate clients · 1 to 3Aug 21, 2025 to Mar 2, 2026
- HNW clients · 317 to 323Aug 21, 2025 to Mar 2, 2026
- Individual clients · 210 to 221Aug 21, 2025 to Mar 2, 2026
- Assets in custody · $474M to $607MAug 21, 2025 to Mar 2, 2026
- Discretionary RAUM · $1.1B to $1.3BAug 21, 2025 to Mar 2, 2026
- HNW RAUM · $969M to $1.2BAug 21, 2025 to Mar 2, 2026
- Individual RAUM · $117M to $142MAug 21, 2025 to Mar 2, 2026
- Non-discretionary RAUM · $15.0M to $14.7MAug 21, 2025 to Mar 2, 2026
- Pension RAUM · $18.7M to $19.1MAug 21, 2025 to Mar 2, 2026
- RAUM · $1.1B to $1.3BAug 21, 2025 to Mar 2, 2026
- Advisory employees · 6 to 5Mar 6, 2024 to Mar 24, 2025
- Corporate clients · 2 to 1Mar 6, 2024 to Mar 24, 2025
- HNW clients · 307 to 317Mar 6, 2024 to Mar 24, 2025
- Individual clients · 189 to 210Mar 6, 2024 to Mar 24, 2025
- Pension plan clients · 1 to 2Mar 6, 2024 to Mar 24, 2025
- Assets in custody · $419M to $474MMar 6, 2024 to Mar 24, 2025
- Employees · 8 to 7Mar 6, 2024 to Mar 24, 2025
- Financial planning clients · 251-500 to 251-500Mar 6, 2024 to Mar 24, 2025
- State-registered IARs · 6 to 5Mar 6, 2024 to Mar 24, 2025
- Discretionary RAUM · $968M to $1.1BMar 6, 2024 to Mar 24, 2025
- HNW RAUM · $865M to $969MMar 6, 2024 to Mar 24, 2025
- Individual RAUM · $89.2M to $117MMar 6, 2024 to Mar 24, 2025
- Non-discretionary RAUM · $11.8M to $15.0MMar 6, 2024 to Mar 24, 2025
- Pension RAUM · $13.6M to $18.7MMar 6, 2024 to Mar 24, 2025
- RAUM · $980M to $1.1BMar 6, 2024 to Mar 24, 2025
- Accounts · 1,687 to 1,809Mar 6, 2024 to Mar 24, 2025
- Accounts · 1,611 to 1,687Feb 13, 2023 to Mar 6, 2024
- Advisory employees · 7 to 6Feb 13, 2023 to Mar 6, 2024
- Corporate clients · 3 to 2Feb 13, 2023 to Mar 6, 2024
- HNW clients · 303 to 307Feb 13, 2023 to Mar 6, 2024
- Individual clients · 162 to 189Feb 13, 2023 to Mar 6, 2024
- Assets in custody · $358M to $419MFeb 13, 2023 to Mar 6, 2024
- Employees · 9 to 8Feb 13, 2023 to Mar 6, 2024
- State-registered IARs · 7 to 6Feb 13, 2023 to Mar 6, 2024
- Discretionary RAUM · $822M to $968MFeb 13, 2023 to Mar 6, 2024
- HNW RAUM · $741M to $865MFeb 13, 2023 to Mar 6, 2024
- Individual RAUM · $69.4M to $89.2MFeb 13, 2023 to Mar 6, 2024
- Non-discretionary RAUM · $9.4M to $11.8MFeb 13, 2023 to Mar 6, 2024
- Pension RAUM · $10.4M to $13.6MFeb 13, 2023 to Mar 6, 2024
Signals
6 dated events
- Anthony Smith left Lodestar Private Asset Management Llc for Lion Street Advisors, Llc (registered 2025-08-13)Dec 2, 2024 · Advisor changed firm · fact
- Bryan Patrick Hasling left Lodestar Private Asset Management Llc for Modern Financial Planning (registered 2023-06-06)Jun 5, 2023 · Advisor changed firm · fact
- Lodestar Private Asset Management Llc reported RAUM $921.8M, up 27% from $727.0M (2021-10-01 to 2022-02-14)Feb 14, 2022 · RAUM change · derived
- Lewis Randall Manley (Owner) no longer on Schedule A of Lodestar Private Asset Management Llc (listed 2021-08-23, absent 2021-09-30)Sep 30, 2021 · Control person left · inference
- Webster Joseph Harrison (Principal) appeared on Schedule A of Lodestar Private Asset Management LlcJun 26, 2020 · Control person joined · fact
- Cameron Scott Miller (Owner, Principal) no longer on Schedule A of Lodestar Private Asset Management Llc (listed 2019-08-28, absent 2020-01-03)Jan 3, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- LODESTARPAM.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 925-838-1234reportedpublic record, Form ADV, Mar 2, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $268Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026