Lion Capital Advisors LLC

RIASEC Registered
Total AUM
$94.8M
Discretionary
$94.8M
100% of AUM
Avg account
$3.1M
Accounts
31
Employees
3
Advisory reps
2

Firm details

Headquarters
Miami, Florida
CRD number
305440
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%

Firm profile

FINTRX

Overview

Lion Capital Advisors LLC is an investment advisory firm that serves both individual and family clients as well as institutional investors. The firm charges fees based on a percentage of assets under management and is controlled as a domestic entity with individual ownership elements. According to available filings, Lion Capital is not positioned as an active ESG investor, does not operate across multiple states, and does not identify as a pension consultant or related adviser. Public descriptions of its advisory activities and business lines are limited in the source material.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 42%, Private Funds 20%, Exchange Traded Equities 16%, US Government Bonds 12%, Investment Grade Corp Bonds 8%, Other 1%42%
  • Cash & Cash Equivalents42%
  • Private Funds20%
  • Exchange Traded Equities16%
  • US Government Bonds12%
  • Investment Grade Corp Bonds8%

Owners & executives

1 of 1
  • Philip Carey

    Philip Carey

    Chief Executive OfficerCRD 5975633

Contacts

1 of 1
  • German Chaparro

    Managing MemberCRD 7091895

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1450 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth