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LION CAPITAL ADVISORS LLC

MIAMI, FL · CRD 305440 · IAPD ↗ · 305-849-5222

$94.8MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — LION CAPITAL ADVISORS LLC reported RAUM down 31% ($136.7M -> $94.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2025 — LION CAPITAL ADVISORS LLC reported RAUM down 38% ($222.1M -> $136.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
42
April 2024 — LION CAPITAL ADVISORS LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — LION CAPITAL ADVISORS LLC reported RAUM down 32% ($328.2M -> $222.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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