Founded by industry veteran Bob Carter, Lion Street aligns the interests of elite advisors, experienced leadership, and sophisticated investors through an innovative structure of shared ownership among these parties. Lion Street Advisor-Owners operate independent firms that provide life insurance, business insurance, and wealth management solutions to high-net-worth individuals, business owners, and corporate clientele. Lion Street understands the specific needs of these types of practices, and we have structured the company around delivering the leverage, resources, and intellectual capital our advisors need to succeed. Lion Street was formed in 2010 and is managed by a team of experienced industry veterans with a significant private equity investment from Austin Ventures. The name Lion Street is symbolic of the intersection of visionary financial advisors and forward-thinking financial services companies. The “Lion,” like our Advisor-Owners, is fiercely independent and respected, while “Street” represents traditional financial institutional stature.


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