Lion Quest LLC

Overview

Lion Quest LLC is a small, independent registered investment adviser that operates as a capital allocator to individuals, families and a limited number of institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects third‑party advisers when clients need access to specialized managers. Lion Quest also operates in an insurance-broker capacity, which it uses to integrate insurance and annuity solutions into client plans. Investment activity is tilted toward publicly traded equities and exchange‑traded products, but the firm also places client capital with external alternative managers for private placements and real estate opportunities. Fee arrangements are flexible — the firm charges a percentage of assets under management and can bill on hourly or fixed‑fee bases depending on the engagement. Lion Quest does not identify as an ESG investor and maintains a single‑state operating footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices