A complete list of active advisors currently associated with Lionsight Capital, LLC

Warmer can help you find a great advisor at Lionsight Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Lionsight Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.