Andrew
Kuchera

Lion Street Advisors, LLC

CRD#6690625
Investment Advisor
in Austin, TX

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About this Advisor

Andrew Kuchera is a financial advisor based in Austin, Texas, working with Lion Street Advisors, LLC. Andrew has previously held positions at Arthur J Gallagher, Sonoma Partners, Kestra Financial, Inc, Triad Advisors, Wrightwood Advisory Group, and Lion Street Financial. Andrew has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Andrew is part of Lion Street Advisors, LLC, which operates out of Austin, Texas. The firm has 27 offices and 156 employees. The firm manages assets totaling $2.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Lion Street Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

515 Congress Ave Suite 2500
Austin, TX 78701

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Lion Street Advisors, LLC Brokerage Details

Total Assets Under Management

$2,341,977,930

TX Average: $3,042,739,679
Total Number of Employees

156

TX Average: 49
Total Number of Accounts

7,526

TX Average: 2,315
Average Account Size

$311,185

TX Average: $1,314,358

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

Andrew Kuchera Work History

2023 - Present (1 year)

Wrightwood Advisory Group

2023 - Present (1 year)

Lion Street Financial

2022 - 2023 (1 year)

Triad Advisors

2016 - 2023 (7 years)

Arthur J Gallagher

2016 - 2022 (6 years)

Kestra Financial, Inc

2014 - 2016 (2 years)

Sonoma Partners

Disclosures

Please visit the SEC profile of Andrew Kuchera 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

Stacy Hayes
Tyler, TX
Davonta Martin
Bellevue, WA
David Cox
Sacramento, CA
Ashlee Admire
Dallas, TX
Joseph Kuehn
Austin, TX
Jordan Holding
Tampa, FL
Cody Jochim
Fargo, ND
Kurt Scardino
Weimar, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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