Kyle
Wardlaw

Lion Street Advisors, LLC

CRD#5493299
Investment Advisor
in Austin, TX

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About this Advisor

Kyle Wardlaw is a financial advisor who is based out of Austin, Texas. Currently a registered investment advisor at Lion Street Advisors, LLC, they have accumulated 10 years of work experience. Wardlaw holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Wardlaw is registered to operate based out of Maryland and Texas. Over the course of their career, they have held roles at Assent LLC, Nfp Securities Inc, Lion Street Financial and Lion Street Advisors. Lion Street Advisors, LLC is located in Austin, Texas, and has 27 other locations across the country. In total, Lion Street Advisors, LLC manages $821 million in assets throughout 3,174 client accounts and employs more than 85 people. The firm's total assets under management places it among the bigger firms in the United States. The firm manages 2,400 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lion Street Advisors, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

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

Disclosures

No

Office Location

515 Congress Ave Suite 2500
Austin, TX 78701

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Lion Street Advisors, LLC Brokerage Details

Total Assets Under Management

$820,893,806

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

85

TX Average: 49
Total Number of Accounts

3,174

TX Average: 2,315
Average Account Size

$258,631

TX Average: $1,314,358

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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

Kyle Wardlaw Work History

Kyle has 11 years of experience.

2014 - Present (6 years)

Lion Street Financial

2014 - Present (6 years)

Lion Street Advisors

2010 - 2014 (4 years)

Nfp Securities Inc

2009 - 2010 (1 year)

Assent LLC

Disclosures

Kyle Wardlaw has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lion Street Advisors, LLC

Joseph Mcdowell
Memphis, TN
Matthew Sweat
Dublin, GA
Carie Heckler
Austin, TX
Christopher Fehr
Springfield, IL
Coby Harper
Sevierville, TN
Shawn Higley
Portland, OR
Thomas Horwat
Pittsburgh, PA
Jeffrey Tomaneng
Newton, MA

This content was compiled from the SEC and FINRA.

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