Ernest
Stiba

Lion Street Advisors, LLC

CRD#1254994
Investment Advisor
in Waco, TX

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About this Advisor

Ernest Stiba is a financial advisor based in Waco, Texas, working with Lion Street Advisors, LLC. Ernest has previously held positions at Stiba Financial Group, Inc, Woodbury Financial, Lion Street Financial, and Lion Street Advisors. Ernest has passed the Series 63 regulatory exam and is registered to provide services in New Hampshire and Texas. Currently, Ernest is part of Lion Street Advisors, LLC, which operates out of Waco, 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 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

400 Austin Ave Ste 200
Waco, TX 76701

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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

Ernest Stiba Work History

2016 - Present (8 years)

Lion Street Financial

2016 - Present (8 years)

Lion Street Advisors

2002 - Present (22 years)

Stiba Financial Group, Inc

2006 - 2016 (10 years)

Woodbury Financial

Disclosures

Please visit the SEC profile of Ernest Stiba 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

Seth Jones
Bellevue, WA
Stacy Hayes
Tyler, TX
Ashlee Admire
Dallas, TX
Michael Cowart
Mobile, AL
Claude Smith
Cleveland, OH
David Cox
Sacramento, CA
Davonta Martin
Bellevue, WA
Joseph Kuehn
Austin, 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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