$7.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
70 ADV. Clients
15 yrs Firm Age
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- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Quantum signalOptima
- Established Date
- 06-02-2011
- Office Locations
- 1
Office Locations
-- Akron OH
About Lyon Capital Strategies
Lyon Capital Strategies is an Akron, Ohio retail advisory firm providing financial planning, tax planning, and retirement plan guidance alongside asset-allocation portfolio management. Its managed portfolios are predominantly ETF-based, with custody via Trade-PMR and operations supported by Broadridge.
Team overview
68 AVG AGE
$3.5M AVG AUM / ADVISOR
$100.0K AVG AUM / CLIENT
12.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Alpha frontier Beacon Crest
Custodian
Horizon horizon
Investment Themes
Momentum
Investment Vehicles
Frontier
Services
Bridge ember Ridge North
Technology
Bridge bridge Focus
Owner & Executives
CHERYL LYNN LYON
Advisor, Chief Compliance Officer, President
- CRD
- #5042197
- Ownership
- 50% but less than 75%
(569) 829-2506
capital.timber@northcapital.com
in linkedin.com/in/momentum-radial
THOMAS RUGH LYON
Principal, TREASURER
- CRD
- --
- Ownership
- 50% but less than 75%
(504) 489-2699
momentum.harbor@unisoncapital.com
in linkedin.com/in/oak-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,000,000 | -- |
| Total | $7,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,000,000
Equity - Exchange:
38.6% Cash:
61.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,204,920,724 | 38.6% |
| Cash | $5,097,982,707 | 61.4% |
| Total | $8,302,903,431 | 100.0% |