LANYON ADVISORY SERVICES

RIASEC Registered

Total AUM

$109M

Discretionary

$3M

3% of AUM

Avg account

$458K

Accounts

238

Employees

Advisory reps

Firm details

Headquarters: DEL MAR, California
CRD number: 282424
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI90.28%
Individuals6.81%
Pension & Profit Sharing Plans1.85%
Corporations / Businesses1.06%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lanyon Advisory Services is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients and acts as a capital allocator, directing client capital into third-party managers and products. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Lanyon uses a mix of fee arrangements — percentage of assets under management, hourly and fixed fees, and performance-based fees — and does not position itself as an active ESG investor.