Lion Capital Advisors LLC

RIASEC RegisteredEst. 2019

Total AUM

$94.8M

Discretionary

$94.8M

100% of AUM

Avg account

$3.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 305440
Registered since: October 18, 2019
Website: www.lioncapitaladvisors.com
Custodians: UNION BANCAIRE PRIVEE, DEUTSCHE BANK SECURITIES INC., VONTOBEL SECURITIES LTD.
Fee structure: Percentage of AUM
Client types: Corporations / Businesses66.86%
Other Investment Advisers18.46%
HNWI13.04%
Charitable Organizations1.43%
Individuals0.21%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Lion Capital Advisors LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2019. Ownership is recorded as a combination of a domestic entity and an individual. The firm bills clients on a percentage-of-assets-under-management basis and focuses its advisory work on financial planning and discretionary portfolio management for individuals, families and small businesses. Lion Capital does not identify as a capital allocator or an active ESG investor. It is not a multistate adviser, not a pension consultant, and it does not list a related adviser.