LYON CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2012

Total AUM

$94.8M

Discretionary

$93.9M

99% of AUM

Avg account

$585K

Accounts

162

Employees

3

Advisory reps

3

Firm details

Headquarters: PITTSFORD, New York
CRD number: 111311
Registered since: March 21, 2012
Website: www.lyoncapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI82.24%
Individuals10.32%
Pension & Profit Sharing Plans7.44%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Lyon Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2012. The firm is owner-operated and bills clients on a percentage-of-assets-under-management basis. Its advisory services center on financial planning and portfolio management for individuals, families, small businesses and select institutional clients. Lyon does not identify as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities68%
US Government Bonds12%
Investment Grade Corp Bonds11%
Public Funds/Mutual Funds4%
Cash & Cash Equivalents4%

Owners & executives

1 of 1

DOUGLASS LYON
President and Chief Investment OfficerCRD 4493774

Contacts

2 of 2

KATHLEEN LYON
Financial PlannerCRD 4493780
JOHN LYON
Portfolio ManagerCRD 6132822

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

PITTSFORD, NY

MONROE

Location

PITTSFORD, NY

Headquartered in PITTSFORD, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area: Rochester-Batavia-Seneca Falls, NY
Region: Northeast
County: MONROE
Address: 24B Grove St
Time zone: ET (UTC-5)
Office locations

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