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- Custodian
- Interactive Brokers ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-1985
- Office Locations
- 1
Office Locations
About J. Lyons Fund Management, Inc.
J. Lyons Fund Management, Inc. is a Deerfield, IL RIA founded in 1985 providing discretionary portfolio management for retail investors, including retirement-focused clients. The firm uses an adaptive, risk-managed approach that shifts with market conditions to pursue long-term growth with meaningful downside protection, and reports protecting clients from serious losses in major market corrections since inception. Portfolios primarily use ETFs and cash.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 40 clients, or 20 clients per representative. That equates to $127.5K in reported AUM per client.
The profile lists 1 reported office location and 40 years in operation. The source data was last updated on April 21, 2023. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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The full J. Lyons Fund Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN STANLEY LYONS
President
- CRD
- #315408
- Ownership
- 50% but less than 75%
DANA LYONS
Partner, VICE PRESIDENT
- CRD
- #4602708
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,100,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
J. Lyons Fund Management, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.