Lyons Capital Group, Llc
- Regulatory AUM
- $166M
- Discretionary
- $0
- Clients
- 287
- Avg AUM / client
- $578K
- Accounts
- 677
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 225 | $47.6M | 28.7% |
| High net worth individuals | 62 | $114M | 68.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $218K | 0.13% |
| Charitable organizations | Fewer than 5 clients | $3.1M | 1.87% |
| Corporations and other businesses | Fewer than 5 clients | $1.5M | 0.88% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Edward Lyons | Registered representative | CFP | May 2025 (1y) | |
| Jonathan Edward Terry | Registered representative | CFP | May 2025 (1y) | |
| Cole Mc Kenzie Smith | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 923 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $166M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 07, 2026.
View current Form ADV (SEC/IAPD) ↗