Overview
Assets Under Management: $166 million
Headquarters: SHREVEPORT, LA
High-Net-Worth Clients: 62
Average Client Assets: $2 million
Frequently Asked Questions
LYONS CAPITAL GROUP 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 #335733), LYONS CAPITAL GROUP is subject to fiduciary duty under federal law.
LYONS CAPITAL GROUP is headquartered in SHREVEPORT, LA.
LYONS CAPITAL GROUP serves 62 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, LYONS CAPITAL GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LYONS CAPITAL GROUP manages $166 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, LYONS CAPITAL GROUP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.45
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 677
Non-Discretionary Accounts: 677
Regulatory Filings
CRD Number: 335733
Filing ID: 2053660
Last Filing Date: 2026-02-12 11:43:21