This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-21-2012
- Office Locations
- 2
Office Locations
About Lyon Capital Management, LLC
Lyon Capital Management, LLC is an SEC-registered RIA serving individuals and small business owners nationwide from offices in New York, Florida, and Indiana. With discretionary authority, it manages taxable, retirement, and trust accounts using equity, fixed-income, and balanced portfolios (primarily stocks and bonds) guided by a value-oriented approach and risk management. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between October 23, 2025 and April 23, 2026, reported AUM increased 8.2%, from $87.6M to $94.8M.
Across 5 reported observations, AUM increased 21.9% between February 3, 2022 and April 23, 2026, from $77.8M to $94.8M.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 2 advisory representatives and 92 clients, or 46 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 2 reported office locations and 14 years in operation. The source data was last updated on April 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Lyon Capital Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Lyon Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN NORMAN CLUTE LYON
Chief Compliance Officer, Co-Chief Investment Officer, Portfolio Manager, President
- CRD
- #6132822
- Ownership
- 75% or more
DOUGLASS CLUTE LYON
Chief Investment Officer, Co-Chief Investment Officer, President, VICE PRESIDENT
- CRD
- #4493774
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,940,008 | $587,125 |
| Non-Discretionary | $904,210 | $452,105 |
| Total | $94,844,218 | $585,458 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Lyon Capital Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing