Overview

Headquarters
Pittsford, NY
Total Firm Assets
$95 million
Average High-Net-Worth Client Portfolio Size
$1.7 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: LYON CAPITAL MANAGEMENT FORM ADV PARTS 2A AND 2B (2026-10-23) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $5,000,000 0.75%
$5,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $40,000 0.80%
$10 million $65,000 0.65%
$50 million $265,000 0.53%
$100 million $515,000 0.52%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
82.24%
Number of High-Net-Worth Clients
47
Total Client Accounts
162
Discretionary Accounts
160
Non-Discretionary Accounts
2

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
111311
  • LYON CAPITAL MANAGEMENT FORM ADV PARTS 2A AND 2B (2026-10-23) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

Related Resources

Find Similar Advisors

Browse NY advisors

Learn About Fees

How advisor fees work and what to expect

Compare Top Firms

Forbes and Barron's rankings of leading RIAs

Advisor Selection Guide

Understanding advisor types and credentials