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, SEC‑registered registered investment adviser formed as an LLC in 2019. The firm provides fee‑based portfolio management and financial planning primarily for individuals, families and small businesses, and it also serves some institutional clients. Engagements are structured as percentage‑of‑AUM advisory relationships and the firm reports its advisory activity as discretionary portfolio management for individuals/small businesses alongside financial planning. Lion Capital does not identify as an active ESG investor.