Michael
Cowart
Lion Street Advisors, LLC
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About this Advisor
Michael Cowart is a financial advisor operating in Mobile, Alabama with a total of 1 year of relevant experience. Cowart works at Lion Street Advisors, LLC. Over the course of their career, they have held roles at Michael R Cowart And Associates, Weaver Rentals, University Of Alabama, Jackson National Life Distributors, LLC, Proequities Inc, Michael Cowart & Associates, Concourse Financial Group Securities (Fka Proequities), (Dba) The Cowart Group, Lion Street Financial and Lion Street Advisors. Cowart has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Alabama. Lion Street Advisors, LLC is a company headquartered in Austin, TX. The company has offices in 27 locations and a total of 146 advisors. It controls $1 billion in assets under management between its 4,709 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 4,709 customer accounts, just 8% are held by high-net-worth clients who have more than $1 million in assets. Lion Street Advisors, LLC offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees are based on the type of services. Fees charged by Lion Street Advisors, LLC likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$1,401,128,630
146
4,709
$297,543
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Cowart Work History
Michael has been registered as a financial advisor for 1 years.*
Lion Street Financial
Lion Street Advisors
(Dba) The Cowart Group
Concourse Financial Group Securities (Fka Proequities)
Proequities Inc
Michael Cowart & Associates
Jackson National Life Distributors, LLC
Weaver Rentals
University Of Alabama
University Of Alabama
Michael R Cowart And Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Cowart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lion Street Advisors, LLC
Bellevue, WA
Philadelphia, PA
Lake Oswego, OR
Austin, TX
Austin, TX
Alpharetta, GA
Eugene, OR
Mobile, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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