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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Timber ridgeAlpha
- Established Date
- 01-14-2016
- Office Locations
- 1
Office Locations
About Lanyon Advisory Services
Lanyon Advisory Services provides tax-aware wealth management and planning, structuring portfolios and transactions to improve after-tax outcomes across income, liquidity, private business interests, and concentrated stock. Portfolios are customized to client needs and values and may span public and private markets, including ETFs and fixed income. Common custody includes Schwab and Fidelity/NFS.
Team overview
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Owner & Executives
CONSTANCE LETITIA MAPLES
Chief Compliance Officer, Chief Operating Officer
- CRD
- #2565649
- Ownership
- 50% but less than 75%
DAMIEN WILLIAM LANYON
Advisor, Chief Executive Officer
- CRD
- #3032321
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,972,256 | -- |
| Non-Discretionary | $106,000,866 | -- |
| Total | $108,973,122 | -- |
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Separately Managed Accounts
Total SMA Asset: $108,973,122
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $93,685,236 | 12.6% |
| Public Funds | $94,428,770 | 12.7% |
| Equity - Exchange | $89,224,035 | 12.0% |
| Cash | $81,045,165 | 10.9% |
| U.S. Government/Agency | $43,124,950 | 5.8% |
| Municipal Bonds | $116,734,779 | 15.7% |
| Corporate - Non-Investment Grade | $123,426,581 | 16.6% |
| Other | $101,864,106 | 13.7% |
| Total | $743,533,622 | 100.0% |