Lyon Capital Management, LLC

Lyon Capital Management, LLC (CRD# 111311) is a financial advisory firm headquartered in Pittsford, NY. They manage $86,029,730 in 158 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details

24b Grove Street, Pittsford, NY 14534

https://www.linkedin.com/in/katelyoncfp/

By the Numbers

Total Assets Under Management

86

MILLION
Total Number of Accounts

158

ACCOUNTS
Average Account Value

$544,492

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, GA, IN, MA, NY, WI

Financial Advisors at Lyon Capital Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Douglass C. Lyon

CRD#: 4493774

24b Grove Street, Pittsford, NY 14534

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.

Kathleen M. Lyon

CRD#: 4493780

24b Grove Street, Pittsford, NY 14534

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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