Lyons Capital Group
Firm details
- Headquarters
- Shreveport, Louisiana
- CRD number
- 335733
- Registered since
- May 14, 2025
- Website
- lyonscapgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.45%
- Individuals28.66%
- Charitable Organizations1.87%
- Corporations / Businesses0.88%
- Pension & Profit Sharing Plans0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Lyons Capital Group is an independent Registered Investment Adviser organized as an LLC and listed as SEC-registered in 2025. The firm is owned by an individual and positions itself as a capital allocator that serves individual and family clients. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Fee arrangements are a mix of percentage-of-AUM and fixed fees. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds57%
- Exchange Traded Equities23%
- Private Funds12%
- Other5%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Lonny Elfenbein
Chief Compliance OfficerCRD 2937038
Contacts
3 of 3
Jeffrey Lyons
Registered RepresentativeCRD 5845983
Jonathan Terry
Vice President, Financial AdvisorCRD 7572261
Cole Smith
Financial PlannerCRD 8291576
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Shreveport, LA
Caddo
Location
Shreveport, LA
Headquartered in Shreveport, LA, anchoring the Shreveport-Bossier City-Minden, LA metro in the South.
- Metro area
- Shreveport-Bossier City-Minden, LA
- Region
- South
- County
- Caddo
- Address
- 1923 Southern Loop
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Pinnacle Asset Management Group, Corporation (Inc.)
RIAShreveport, LA
Castellano & Associates
RIAShreveport, LA
Maven Royalty Management, LLC
RIAShreveport, LA
Wingo Asset Management, LLC
RIAShreveport, LA
Adkins Seale Capital Management LLC
RIAShreveport, LA
HMV Wealth Advisors, LLC
RIAShreveport, LA