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LYON CAPITAL MANAGEMENT, LLC

PITTSFORD, NY · CRD 111311 · IAPD ↗ · 585-248-9821

$94.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — LYON CAPITAL MANAGEMENT, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2024 — LYON CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
March 2024 — LYON CAPITAL MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.