L
Lionsight Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,238,000
Clients
16
19% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$514,875
About
Lionsight Capital, LLC is an independent, SEC‑registered advisory firm that provides discretionary and non‑discretionary portfolio management, financial planning, and financial consulting primarily for individual clients using mutual funds and ETFs. As of February 1, 2026, the firm reported approximately $8.24 million in assets under management across 16 client relationships.
The firm tailors portfolios to clients’ stated objectives and risk tolerances and uses both customized allocations and firm model portfolios, monitoring and rebalancing on an ongoing basis. Its stated investment methods range from modern portfolio theory and long‑term purchases to technical/charting and cyclical analysis, and the firm may occasionally employ short‑term trading, margin, short sales, or options when appropriate.
Notable operational features include that the firm’s managing member maintains separate full‑time employment outside the advisory business and is separately licensed to sell insurance products, which generates commission income in addition to advisory fees. The firm also routinely requires clients to custody assets at Charles Schwab (and participates in the Schwab/TD Ameritrade institutional program) and does not vote proxies for client accounts—arrangements and outside activities that clients should consider when evaluating conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $499,999: 1.25% annually (Equity or Balanced portfolio) $0 - $499,999: 0.80% annually (Fixed Income ONLY portfolio) $500,000 - $999,999: 1.00% annually (Equity or Balanced portfolio) $500,000 - $999,999: 0.65% annually (Fixed Income ONLY portfolio) $1,000,000 - $2,999,999: 0.90% annually (Equity or Balanced portfolio) $1,000,000 - $2,999,999: 0.55% annually (Fixed Income ONLY portfolio) $3,000,000+: 0.75% annually (Equity or Balanced portfolio) $3,000,000+: 0.45% annually (Fixed Income ONLY portfolio)
Insurance commissions earned by principal owner for selling insurance products, separate from advisory fees.
$250 per hour for financial planning and consulting services.
Account minimum: No explicit minimum stated; firm mentions no general minimum but may terminate accounts deemed too small to manage effectively.
Main office location
Lionsight Capital, LLC
Mint Hill NC, United States
Number of offices
1
Most active in
Lionsight Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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