LYONS VIEW CAPITAL, LLC

RIASEC RegisteredEst. 2023
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
2

Firm details

Headquarters
AUBURN, Alabama
CRD number
324582
Registered since
March 24, 2023
Fee structure
Percentage of AUM
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lyons View Capital, LLC is set up as a limited liability company and is registered with the SEC (registration date 2023). The adviser identifies its primary activity as portfolio management for businesses or institutions and charges clients on a percentage-of-assets-under-management basis. The regulatory snapshot flags the firm as a related adviser, which typically indicates affiliation with another investment adviser or entity that may supply clients, services, or investment capabilities. The firm is not listed as an active ESG investor and is not characterized as a pension consultant. Given the reported advisory focus on institutional or business portfolios, Lyons View Capital appears structured to manage pooled or segregated institutional mandates rather than high volumes of retail household accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • SARAH ZINK

    Chief Operating Officer and Chief Compliance OfficerCRD 2602716

Contacts

1 of 1
  • THEODORE DAVIS

    Vice President and Wealth AdvisorCRD 4668980

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

AUBURN, AL

LEE

Location

AUBURN, AL

Headquartered in AUBURN, AL, anchoring the Columbus-Auburn-Opelika, GA-AL metro in the South.

Metro area
Columbus-Auburn-Opelika, GA-AL
Region
South
County
LEE
Address
570 Devall Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth