LYONS INVESTMENT MANAGEMENT

RIASEC RegisteredEst. 2013

Total AUM

$73.1M

Discretionary

$73.1M

100% of AUM

Avg account

$1.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: WINTER PARK, Florida
CRD number: 166788
Registered since: February 19, 2013
Custodians: U.S. BANK, N.A.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI67.58%
Corporations / Businesses14.44%
Individuals8.8%
Other4.77%
Pension & Profit Sharing Plans4.4%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lyons Investment Management is a corporation that has been SEC-registered since 2013 and provides discretionary portfolio management for individual clients, small businesses, and institutions. The firm bills clients on a percentage-of-assets basis and may also collect performance-based fees. Its client base spans individual and family accounts as well as institutional relationships. Lyons reports that it is not an active ESG investor and does not identify as a multi-state adviser. The firm also discloses affiliations with other investment advisers and with a CPO/CTA, indicating related-adviser relationships exist.