Lion Capital Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 31, 2026, reports $95M in regulatory assets under management, 3 employees, and 31 accounts.
Assets Under Management
$95M
Employees
3
Offices
--
Total Clients
29
Primary office
MIAMI, FL
1450 BRICKELL AVE., SUITE 1480, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 41.4% of total clients.
Top client categories% of clientsClients
1
HNWI
41.4%
12
2
Corporations
34.5%
10
3
Other Advisers
24.1%
7
Categories with <5 clients
Charitable Organizations<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$95Mas of March 31, 2026
Discretionary100.0%
$95M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$95M
Total Accounts31
10Y AUM Change+$95M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee10:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.