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Lanyon Advisory Services

Lanyon Advisory Services. CRD 282424

Lanyon Advisory Services logo

CRD: 282424

Lanyon Advisory Services

DEL MAR, CA, 92014
7604922052
$109.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
2 Employees
94 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Timber ridgeAlpha
Established Date
01-14-2016
Office Locations
1

Office Locations

3790 VIA DE LA Valle Suite 306e DEL MAR CA

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

53 AVG AGE
$54.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
10.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Harbor Meridian element Harbor Oak harbor Eagle north Frontier insight Prime unison

Client Personas

Value delta

Custodian

Eagle Frontier eagle Summit Delta Vital Ridge

Investment Themes

Optima North momentum Zenith radial Atlas frontier

Investment Vehicles

Bridge beacon

Platform

Foundation Value

Services

Eagle Radial Optima Prime Prime vector Capital pioneer Zenith ridge Value focus

Technology

Pathway value Catalyst peak

Owner & Executives

CONSTANCE LETITIA MAPLES

CONSTANCE LETITIA MAPLES

Chief Compliance Officer, Chief Operating Officer

CRD
#2565649
Ownership
50% but less than 75%
(632) 460-9913
meridian.value@northcapital.com
in linkedin.com/in/pioneer-beacon
DAMIEN WILLIAM LANYON

DAMIEN WILLIAM LANYON

Advisor, Chief Executive Officer

CRD
#3032321
Ownership
25% but less than 50%
(945) 910-3341
atlas.unison@legacycapital.com
in linkedin.com/in/matrix-eagle

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

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

$109.0M Total SMA
Private Funds:
12.6%
Public Funds:
12.7%
Equity - Exchange:
12.0%
Cash:
10.9%
U.S. Government/Agency:
5.8%
Municipal Bonds:
15.7%
Corporate - Non-Investment Grade:
16.6%
Other:
13.7%
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%

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