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LION CAPITAL ADVISORS LLC

1450 Brickell Ave.
Suite 1480
Miami, Florida 33131
Tel: 305-849-5222

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About LION CAPITAL ADVISORS LLC

LION CAPITAL ADVISORS LLC, formally registered with the SEC as LION CAPITAL ADVISORS LLC. The firm was established in 10/18/2019. They have over 1 offices throughout the country.

LION CAPITAL ADVISORS LLC is a Miami, Florida based Financial Planning firm with nearly $222,059,916 assets under management, offering retirement planning & investment advisory services to 48 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#305440
SEC#801-117427
Assets Managed by Firm$222,059,916
No. of Clients48
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total48$222,059,916
Individuals (other than high net worth individuals)2$204,743
High net worth individuals14$12,278,817
Corporations or other businesses17$143,868,694

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