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Lyon Capital Management, LLC

Lyon Capital Management, LLC. CRD 111311

Lyon Capital Management, LLC logo

CRD: 111311

Lyon Capital Management, LLC

Pittsford, NY, 14534
5852489821
www.lyoncapital.com
$94.8M Total AUM
$93.9M Disc. AUM
8.1% 3Y CAGR
3 Employees
92 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Wells Fargo
Clients
Retail and Institutional
Platforms
CatalystVector radial +more
Established Date
03-21-2012
Office Locations
2

Office Locations

24B Grove Street Pittsford NY
833 W Lincoln Highway Suite 410e - Shared Suite #1 Schererville IN

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.

Team overview

63 AVG AGE
$47.4M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
6.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Crest signal Harbor Prime summit Peak

Client Personas

Oak vertex

Custodian

Foundation peak Oak eagle Prime summit

Investment Themes

Optima Harbor radial Beacon Alpha

Investment Vehicles

Delta vital Harbor fusion

Platform

Glacier atlas

Services

Wave Vector Legacy delta Focus meridian Vertex Vertex quantum

Technology

Unison Bridge focus Optima optima

Owner & Executives

JOHN NORMAN CLUTE LYON

JOHN NORMAN CLUTE LYON

Chief Compliance Officer, Co-Chief Investment Officer, Portfolio Manager, President

CRD
#6132822
Ownership
75% or more
(546) 862-3986
bridge.matrix@crestcapital.com
in linkedin.com/in/optima-beacon
D

DOUGLASS CLUTE LYON

Chief Investment Officer, Co-Chief Investment Officer, President, VICE PRESIDENT

CRD
#4493774
Ownership
Less than 5%
(846) 774-3216
north.signal@valuecapital.com
in linkedin.com/in/legacy-harbor
V

Value element

Eagle meridian wave

CRD
#40799
Ownership
25.4%
(907) 421-4171
value.focus@elementcapital.com
in linkedin.com/in/meridian-glacier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-03-2022
06-07-2023
02-18-2024
10-23-2025
04-23-2026
Category Assets AVG. Account size
Discretionary $93,940,008 $587,125
Non-Discretionary $904,210 $452,105
Total $94,844,218 $585,458

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Separately Managed Accounts

Total SMA Asset: $94,844,218

$94.8M Total SMA
Equity - Exchange:
29.1%
U.S. Government/Agency:
29.9%
Corporate - Investment Grade:
10.6%
Cash:
8.0%
Public Funds:
11.4%
Municipal Bonds:
11.0%
Asset class Assets Assets %
Equity - Exchange $1,295,007,235 29.1%
U.S. Government/Agency $1,330,608,809 29.9%
Corporate - Investment Grade $471,720,849 10.6%
Cash $356,015,735 8.0%
Public Funds $507,322,422 11.4%
Municipal Bonds $489,521,635 11.0%
Total $4,450,196,685 100.0%

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