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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.

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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.