Lodestone Capital Solutions LLC

Lodestone Capital Solutions LLC (CRD# 156520) is a financial advisory firm headquartered in Torrance, CA. They manage $3,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Lodestone Capital Solutions LLC
Showing 1 - 1 of 1 top financial advisors.
David C. Lu
CRD#: 4615992
Torrance, CA

David Lu (CRD# 4615992) is an Investment Advisor Representative working at Lodestone Capital Solutions LLC in Torrance, CA and has over 13 years of experience in the finance industry. David Lu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.