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LYLE & FORSYTH FORM ADV 2B
Lyle & Forsyth Investment Managers (CRD 10603), brochure dated March 3, 2026. Text extracted from the firm's SEC Form ADV Part 2 brochure.
View firm on SEC ↗ · Current Form ADV (PDF) ↗
Allan G. Lyle
Lyle & Forsyth Investment Managers
A Registered Investment Advisor
165 North Redwood Drive, Suite 208
San Rafael, CA 94903-1974
Telephone: 415.492.9240
February 19, 2026
FORM ADV PART 2B
BROCHURE SUPPLEMENT
This brochure supplement provides information about Allan G. Lyle that supplements the
Lyle & Forsyth Investment Managers brochure. You should have received a copy of that
brochure. Please contact Lyle & Forsyth Investment Managers at 415.492.9240 if you did not
receive the firm’s brochure or if you have any questions about the contents of this
supplement. Additional information about Allan G. Lyle is available on the SEC’s website
at www.adviserinfo.sec.gov. The IARD/CRD number for Lyle & Forsyth Investment
Managers, is 10603.
Registration with the United States Securities and Exchange Commission or any state
securities authority does not imply a certain level of skill or training.
Table of Contents
Educational Background and Business Experience ............................................................. 3
Disciplinary Information .......................................................................................................... 3
Other Business Activities .......................................................................................................... 3
Additional Compensation ......................................................................................................... 3
Supervision .................................................................................................................................. 4
Requirements for State-Registered Advisers ........................................................................ 4
Lyle & Forsyth Investment Managers
Form ADV Part 2B
Brochure supplement
IARD/CRD No: 10603
February 19, 2026
Page three
Form ADV Part 2B, Item 2
Educational Background and Business Experience
Name: Allan G. Lyle
Year of Birth: 1943
Education: University of Utah - Bachelor of Science, Banking and Finance
New York Institute of Finance
Employment for the Past Five Years:
Employment Dates:
Firm Name:
Type of Business:
Job Title & Duties:
1982 - Present
Lyle & Forsyth Investment Managers
Investment Advisor
President
Form ADV Part 2B, Item 3
Disciplinary Information
Investment Advisory Representatives are required to disclose any material facts regarding
any legal or disciplinary actions that would be material to your evaluation of each
Investment Advisor Representative providing investment advice to you. There is no
information of this type for Allan G. Lyle to report.
Form ADV Part 2B, Item 4
Other Business Activities
Allan G. Lyle is not engaged in any other business activities. His sole employment is
President of Lyle & Forsyth Investment Managers.
Form ADV Part 2B, Item 5
Additional Compensation
In the course of business, Allan G. Lyle does not receive economic benefit from non-clients
for providing advisory services. Allan G. Lyle does not receive income other than that
earned from Lyle & Forsyth Investment Managers.
Lyle & Forsyth Investment Managers
Form ADV Part 2B
Brochure supplement
IARD/CRD No: 10603
February 19, 2026
Page four
Form ADV Part 2B, Item 6
Supervision
Allan G. Lyle is the Chief Compliance Officer and is responsible for supervising the
investment advisory activities of Lyle & Forsyth Investment Managers.
Form ADV Part 2B, Item 7
Requirements for State-Registered Advisers
This section is not applicable as Lyle & Forsyth Investment Managers is registered with the
Securities & Exchange Commission.