Lyon Capital Management, LLC

Lyon Capital Management, LLC (CRD# 111311) is a financial advisory firm headquartered in Pittsford, NY. They manage $52,522,322 in 139 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $377,858
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, MA, NY

Financial Advisors at Lyon Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Douglass C. Lyon
CRD#: 4493774
24b Grove Street, Pittsford, NY 14534
90
Wealthminder
score

Douglass Lyon (CRD# 4493774) is an Investment Advisor Representative working at Lyon Capital Management, LLC in Pittsford, NY and has 1 year of experience in the finance industry.

2
Kathleen M. Lyon
CRD#: 4493780
24b Grove Street, Pittsford, NY 14534
90
Wealthminder
score

Kathleen Lyon (CRD# 4493780) is an Investment Advisor Representative working at Lyon Capital Management, LLC in Pittsford, NY and has 1 year of experience in the finance industry. Kathleen Lyon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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