Lionsight Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Mint Hill NC
Advisors at this office
1
Most active in
Louisiana · North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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