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LION STREET ADVISORS, LLC

AUSTIN, TX · CRD 167610 · IAPD ↗ · chansamson.com · 512-776-8400

$3.18BRegulatory AUM
138Advisory reps
152Employees
0Clients
101-250Planning clients
0Private funds
50States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2025 — LION STREET ADVISORS, LLC (AUSTIN, TX) left the SEC roster (was $3.18B RAUM, 138 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
55
April 2025 — LION STREET ADVISORS, LLC added office(s): 27 -> 75 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — LION STREET ADVISORS, LLC reported RAUM up 36% ($2.34B -> $3.18B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
July 2024 — LION STREET ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
73
April 2024 — LION STREET ADVISORS, LLC reported RAUM up 67% ($1.40B -> $2.34B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — LION STREET ADVISORS, LLC grew from 136 to 141 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.