Lion Street Advisors, LLC

Lion Street Advisors, LLC (CRD# 167610) is a financial advisory firm headquartered in Austin, TX. They manage $1,401,128,630 in 4,709 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,401
    MILLION
  • Total Number of Accounts
    4,709
    ACCOUNTS
  • Average Account Value
    $297,543
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Lion Street Advisors, LLC
Showing 1 - 10 of 111 top financial advisors.
1
Daniel G. Aceti
CRD#: 1876666
Charlotte, NC

Daniel Aceti (CRD# 1876666) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Charlotte, NC and has over 35 years of experience in the finance industry.

2
Ashlee B. Admire
CRD#: 6442015
5950 Sherry Lane, Suite 420, Dallas, TX 75225

Ashlee Admire (CRD# 6442015) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Dallas, TX and has over 8 years of experience in the finance industry.

3
Theodore S. Alexander
CRD#: 5323375
80 S Columbus St, Sunbury, OH 43074

Theodore Alexander (CRD# 5323375) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Sunbury, OH and has over 13 years of experience in the finance industry.

4
Ryan R. Alvarez
CRD#: 4266877
600 S Washington St, Ste 100a, Naperville, IL 60540

Ryan Alvarez (CRD# 4266877) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Naperville, IL and has over 23 years of experience in the finance industry.

5
James Apostolico
CRD#: 1653591
115 Route 46 W, Bldg C-21, Mountain Lakes, NJ 07046

James Apostolico (CRD# 1653591) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Mountain Lakes, NJ and has 1 year of experience in the finance industry.

6
Barry K. Barbernell
CRD#: 4097730
28202 Cabot Rd, Ste 300, Laguna Niguel, CA 92677

Barry Barbernell (CRD# 4097730) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Laguna Niguel, CA and has over 24 years of experience in the finance industry.

7
Christopher P. Blahut
CRD#: 4318456
515 Congress Ave, Suite 2500, Austin, TX 78701

Christopher Blahut (CRD# 4318456) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 10 years of experience in the finance industry.

8
John F. Burmeister
CRD#: 4245451
515 Congress Ave, Suite 2500, Austin, TX 78701

John Burmeister (CRD# 4245451) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 23 years of experience in the finance industry.

9
Brian D. Burns
CRD#: 1040877
500 1st Street Se, Cedar Rapids, IA 52401

Brian Burns (CRD# 1040877) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Cedar Rapids, IA and has over 41 years of experience in the finance industry.

10
Kenneth E. Cady
CRD#: 1942441
600 S Washington St, Ste 201a, Naperville, IL 60540

Kenneth Cady (CRD# 1942441) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Naperville, IL and has over 31 years of experience in the finance industry.

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