Lyon Capital Strategies
Firm details
- Headquarters
- ,
- CRD number
- 156349
- Website
- lyoncapitalstrategies.com
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lyon Capital Strategies is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individuals and families, offering financial planning and portfolio management for individuals, small businesses, and business or institutional clients. It also operates as a registered representative of a broker-dealer. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a capital allocator. An accounting affiliation is noted among its industry ties.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
2 of 2Thomas Lyon
TreasurerCRD 5565162
Cheryl Lyon
Investment AdvisorCRD 5042197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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