Lion Street Advisors, LLC

Lion Street Advisors, LLC (CRD# 167610) is a financial advisory firm headquartered in Austin, TX. They manage $206,644,639 in 368 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $561,534
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.

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 51 top financial advisors.
1
Jeffery D. Feliciano
CRD#: 2837368
1828 Ese Loop 323, Ste 200, Tyler, TX 75701
96
Wealthminder
score

Jeffery Feliciano (CRD# 2837368) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Tyler, TX and has over 21 years of experience in the finance industry. Jeffery Feliciano 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
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 33 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.

3
Robert S. Richardson
CRD#: 2167420
2400 Big Timber Road, #103a, Elgin, IL 60124
96
Wealthminder
score

Robert Richardson (CRD# 2167420) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Elgin, IL and has over 26 years of experience in the finance industry.

4
Aviva E. Sapers
CRD#: 1301333
275 Washington St, Ste 110, Newton, MA 02458
96
Wealthminder
score

Aviva Sapers (CRD# 1301333) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Newton, MA and has over 33 years of experience in the finance industry.

5
Courtney A. Stewart
CRD#: 5261708
3 Centerpointe Dr, Ste 160, Lake Oswego, OR 97035
96
Wealthminder
score

Courtney Stewart (CRD# 5261708) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Lake Oswego, OR and has over 11 years of experience in the finance industry. Courtney Stewart 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.

6
Karen E. Van Voorhis
CRD#: 4573506
275 Washington St, Ste 110, Newton, MA 02458
96
Wealthminder
score

Karen Van Voorhis (CRD# 4573506) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Newton, MA and has over 16 years of experience in the finance industry. Karen Van Voorhis 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.

7
Edward L. Wallack
CRD#: 864516
275 Washington St, Ste 110, Newton, MA 02458
96
Wealthminder
score

Edward Wallack (CRD# 864516) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Newton, MA and has over 20 years of experience in the finance industry.

8
Matthew J. Boehm
CRD#: 4418029
6740 Frostwood Parkway, Peoria, IL 61615
93
Wealthminder
score

Matthew Boehm (CRD# 4418029) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Peoria, IL and has over 16 years of experience in the finance industry.

9
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 17 years of experience in the finance industry.

10
Kenneth E. Cady
CRD#: 1942441
600 S Washington St, Ste 201a, Naperville, IL 60540
93
Wealthminder
score

Kenneth Cady (CRD# 1942441) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Naperville, IL and has over 25 years of experience in the finance industry.

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