Lion Street Advisors, LLC

Lion Street Advisors, LLC (CRD# 167610) is a financial advisory firm headquartered in Austin, TX. They manage $100,356,204 in 200 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $501,781
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DC, FL, GA, IL, KS, LA, MA, MD, MN, MO, ND, NE, NJ, NM, NY, OK, PA, SD, TX, VA

Financial Advisors at Lion Street Advisors, LLC
Showing 1 - 10 of 19 top financial advisors.
1
Norman D. Hostetler
CRD#: 1321470
6030 Daybreak Circle, Clarksville, MD 21029
96
Wealthminder
score

Norman Hostetler (CRD# 1321470) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Clarksville, MD and has over 32 years of experience in the finance industry. Norman Hostetler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John F. Burmeister
CRD#: 4245451
515 Congress Ave, Suite 2500, Austin, TX 78701
93
Wealthminder
score

John Burmeister (CRD# 4245451) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 16 years of experience in the finance industry.

3
Louis A. Gardner
CRD#: 1312516
515 Congress Ave, Suite 2500, Austin, TX 78701
93
Wealthminder
score

Louis Gardner (CRD# 1312516) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 32 years of experience in the finance industry.

4
Digvijay J. Gohil
CRD#: 5251412
515 Congress Ave, Suite 2500, Austin, TX 78701
93
Wealthminder
score

Digvijay Gohil (CRD# 5251412) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 8 years of experience in the finance industry.

5
Danny K. Golesh
CRD#: 2348799
6214 Stoneridge Mall Rd Ste 300, Pleasanton, CA 94588
93
Wealthminder
score

Danny Golesh (CRD# 2348799) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Pleasanton, CA and has over 23 years of experience in the finance industry.

6
Carie M. Heckler
CRD#: 4557559
515 Congress Ave, Suite 2500, Austin, TX 78701
93
Wealthminder
score

Carie Heckler (CRD# 4557559) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 14 years of experience in the finance industry.

7
Lancaster L. Kawi
CRD#: 5596520
6210 Stoneridge Mall Rd Ste 300, Pleasanton, CA 94588
93
Wealthminder
score

Lancaster Kawi (CRD# 5596520) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Pleasanton, CA and has over 7 years of experience in the finance industry.

8
Michael L. Kimbell
CRD#: 1569379
3515 W 75th Street Ste 102, Prairie Village, KS 66206
93
Wealthminder
score

Michael Kimbell (CRD# 1569379) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Prairie Village, KS and has over 22 years of experience in the finance industry.

9
Kimberly D. Kramer
CRD#: 4602644
243 West Main St, Ligonier, PA 15658
93
Wealthminder
score

Kimberly Kramer (CRD# 4602644) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Ligonier, PA and has over 13 years of experience in the finance industry.

10
Michael L. O'hern
CRD#: 5553734
1303 Park Ave South, Park Rapids, MN 56470
93
Wealthminder
score

Michael O'hern (CRD# 5553734) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Park Rapids, MN and has over 7 years of experience in the finance industry.

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