Firm
Lionsight Capital
Mint Hill, North Carolina
Fee-only
Lionsight Capital at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 16 individual clients, 3 of them high net worth.
- Its average account is about $317,000 (assets it manages divided by its 26 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Mint Hill, North Carolina |
|---|---|
| Phone | (704) 936-7516 |
Lionsight Capital fees
Lionsight Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $8 million |
| Individual clients | 13 |
| High-net-worth clients | 3 |
| Accounts managed | 26 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 3, 2026 |
| SEC record | CRD 163757 |