$6.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-03-2020
- Office Locations
- 1
Office Locations
-- Greenfield IN
About Lion Quest LLC
Lion Quest LLC is a Central Indiana–based advisory firm providing goal-based financial and business planning for individuals, businesses, and organizations. Services include investment planning, portfolio construction, insurance, and business-succession guidance. Client portfolios emphasize ETFs and U.S. government/agency fixed income, with custody at Charles Schwab.
Team overview
-- AVG AGE
$6.4M AVG AUM / ADVISOR
$148.1K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
KEELY SU BUTRUM
Chief Compliance Officer, Managing Member
- CRD
- #5144326
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,367,931 | -- |
| Total | $6,367,931 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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