Joseph Calabrasi
Lionsight Capital · Mint Hill, North Carolina
Joseph Calabrasi is a fee-only financial advisor at Lionsight Capital in Mint Hill, North Carolina, who holds the CFP credential. Lionsight Capital reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Lionsight Capital |
|---|---|
| Based in | Mint Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $8.2M across 26 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, NC · CRD 5215899 |
| Exams passed | Series 63 (2005) · Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Joseph's firm compares
- Lionsight Capital's average account is about $317,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Joseph
Is Joseph Calabrasi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Lionsight Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Lionsight Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joseph Calabrasi based?
Joseph Calabrasi is based in Mint Hill, North Carolina.
What credentials does Joseph Calabrasi hold?
Joseph Calabrasi holds the CFP credential.
Is Joseph Calabrasi registered with the SEC?
Yes. Joseph Calabrasi is registered as an investment adviser representative in LA and NC (CRD 5215899), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lionsight Capital manage?
Lionsight Capital reports $8.2M across 26 accounts in assets under management.
How do I contact Joseph Calabrasi?
Contact details aren't on file yet. Search for Lionsight Capital.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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