Overview
Assets Under Management: $95 million
Headquarters: PITTSFORD, NY
High-Net-Worth Clients: 47
Average Client Assets: $1.7 million
Frequently Asked Questions
LYON CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111311), LYON CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LYON CAPITAL MANAGEMENT, LLC is headquartered in PITTSFORD, NY.
LYON CAPITAL MANAGEMENT, LLC serves 47 high-net-worth clients according to their SEC filing dated April 23, 2026. View client details ↓
According to their SEC Form ADV, LYON CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
LYON CAPITAL MANAGEMENT, LLC manages $95 million in client assets according to their SEC filing dated April 23, 2026.
According to their SEC Form ADV, LYON CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.24%
Average Client Assets: $1.7 million
Total Client Accounts: 162
Discretionary Accounts: 160
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 111311
Filing ID: 2098070
Last Filing Date: 2026-04-23 13:45:28